+2,521.4%
PWR vs WEC
+146.6%
+2,374.9%
-45.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | 0.0% | +5.2% | +5.2% |
| 7D | +4.2% | -0.6% | +4.8% | +4.4% |
| 30D | -4.0% | -2.6% | -1.4% | -3.4% |
| 3M | -4.8% | -6.0% | +1.3% | -3.3% |
| 6M | +14.6% | -5.4% | +20.1% | +16.2% |
| YTD | +54.2% | +2.5% | +51.8% | +53.0% |
| 1Y | +67.1% | -0.7% | +67.8% | +66.9% |
| 3Y | +218.5% | +38.7% | +179.7% | +185.5% |
| 5Y | +466.3% | +31.7% | +434.6% | +411.9% |
| All | +2,521.4% | +146.6% | +2,374.9% | +2,249.9% |
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