+1,874.2%
PWR vs WEC
+190.8%
+1,683.5%
-45.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | +0.4% | +3.9% | +4.2% |
| 7D | +4.7% | -0.5% | +5.3% | +4.9% |
| 30D | -12.5% | +12.0% | -24.5% | -15.3% |
| 3M | -9.3% | +11.1% | -20.4% | -12.0% |
| 6M | -22.2% | +6.0% | -28.1% | -23.7% |
| YTD | +44.2% | +14.3% | +29.9% | +38.6% |
| 1Y | +35.5% | +8.0% | +27.5% | +32.2% |
| 3Y | +250.4% | +62.8% | +187.6% | +198.7% |
| 5Y | +425.6% | +55.3% | +370.3% | +351.9% |
| 10Y | +1,874.2% | +193.2% | +1,681.1% | +1,632.6% |
| All | +1,874.2% | +190.8% | +1,683.5% | +1,632.6% |
Cumulative growth
Daily Returns
Daily percentage return beside WEC.
Daily Out/Under-Performance
Portfolio return minus WEC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WEC 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 10y: compounded portfolio wealth divided by compounded WEC 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…
10y analysis · Full analysis span regression · 6 months rolling