+32.4%
PWR vs WCN
+16.1%
+16.3%
-30.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -11.7% | +2.8% | -14.4% | -10.4% |
| 7D | -4.4% | +6.7% | -11.1% | -1.5% |
| 30D | -15.1% | +24.3% | -39.4% | -7.3% |
| 3M | -16.2% | +16.1% | -32.3% | -10.2% |
| 6M | -23.3% | +19.9% | -43.3% | -17.8% |
| YTD | +37.6% | +10.1% | +27.5% | +50.3% |
| 1Y | +32.4% | +14.4% | +18.0% | +42.1% |
| All | +32.4% | +16.1% | +16.3% | +42.1% |
Cumulative growth
Daily Returns
Daily percentage return beside WCN.
Daily Out/Under-Performance
Portfolio return minus WCN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WCN 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 1y: compounded portfolio wealth divided by compounded WCN 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…
1y analysis · Full analysis span regression · 6 months rolling