+67.1%
PWR vs WEC
-0.3%
+67.4%
-28.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | 0.0% | +5.2% | +5.2% |
| 7D | +4.2% | -0.6% | +4.8% | +4.3% |
| 30D | -4.0% | -2.6% | -1.4% | -3.4% |
| 3M | -4.8% | -6.0% | +1.3% | -4.0% |
| 6M | +14.6% | -5.4% | +20.1% | +15.9% |
| YTD | +54.2% | +2.5% | +51.8% | +57.2% |
| 1Y | +67.1% | -0.7% | +67.8% | +68.1% |
| All | +67.1% | -0.3% | +67.4% | +68.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling