+7,383.9%
PWR vs WCN
+6,767.3%
+616.6%
-97.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | -1.0% | +3.4% | +2.7% |
| 7D | +4.5% | -0.4% | +5.0% | +4.7% |
| 30D | -4.9% | -2.1% | -2.8% | -4.3% |
| 3M | -7.9% | +6.4% | -14.3% | -10.5% |
| 6M | +18.3% | -3.7% | +22.0% | +18.5% |
| YTD | +51.5% | -6.4% | +57.9% | +52.8% |
| 1Y | +70.3% | -7.9% | +78.3% | +72.3% |
| 3Y | +210.6% | +20.8% | +189.8% | +184.6% |
| 5Y | +456.7% | +29.0% | +427.7% | +398.6% |
| 10Y | +2,396.1% | +236.4% | +2,159.7% | +1,538.7% |
| All | +7,383.9% | +6,767.3% | +616.6% | +2,461.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling