+67.1%
PWR vs WCN
-9.1%
+76.3%
-28.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | +0.2% | +5.0% | +5.2% |
| 7D | +4.2% | -3.1% | +7.3% | +3.3% |
| 30D | -4.0% | -3.4% | -0.7% | -4.9% |
| 3M | -4.8% | +3.0% | -7.7% | -5.7% |
| 6M | +14.6% | -3.8% | +18.4% | +14.2% |
| YTD | +54.2% | -8.3% | +62.6% | +53.6% |
| 1Y | +67.1% | -9.7% | +76.9% | +75.9% |
| All | +67.1% | -9.1% | +76.3% | +75.9% |
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