+451.9%
PWR vs WCC
+228.2%
+223.7%
-33.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -1.3% | -0.6% | -1.3% |
| 7D | +2.7% | +6.8% | -4.2% | -0.2% |
| 30D | -5.1% | -3.0% | -2.1% | -4.0% |
| 3M | -9.4% | +0.2% | -9.6% | -9.5% |
| 6M | +10.4% | +33.2% | -22.7% | -1.2% |
| YTD | +48.6% | +45.8% | +2.8% | +28.0% |
| 1Y | +68.0% | +68.4% | -0.4% | +36.9% |
| 3Y | +204.7% | +131.1% | +73.6% | +107.7% |
| 5Y | +451.9% | +225.6% | +226.3% | +198.2% |
| All | +451.9% | +228.2% | +223.7% | +198.2% |
Cumulative growth
Daily Returns
Daily percentage return beside WCC.
Daily Out/Under-Performance
Portfolio return minus WCC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WCC return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded WCC wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling