+3,038.2%
PWR vs WCC
+1,713.7%
+1,324.5%
-97.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +3.9% | -3.2% | -0.8% |
| 7D | +3.6% | +4.5% | -0.9% | +1.8% |
| 30D | -8.6% | -5.8% | -2.8% | -6.5% |
| 3M | -13.2% | -3.7% | -9.5% | -11.8% |
| 6M | +9.9% | +23.1% | -13.2% | +1.8% |
| YTD | +48.0% | +44.2% | +3.9% | +28.7% |
| 1Y | +66.2% | +62.1% | +4.1% | +38.0% |
| 3Y | +195.1% | +121.1% | +74.0% | +106.4% |
| 5Y | +442.6% | +214.0% | +228.6% | +216.3% |
| 10Y | +2,334.2% | +472.8% | +1,861.4% | +915.6% |
| All | +3,038.2% | +1,713.7% | +1,324.5% | +714.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling