+8,390.6%
PWR vs WEC
+1,925.2%
+6,465.4%
-97.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.7% | +1.4% | +1.0% |
| 7D | +3.6% | -0.3% | +3.9% | +3.7% |
| 30D | -8.6% | -1.3% | -7.3% | -8.1% |
| 3M | -13.2% | -3.9% | -9.2% | -12.0% |
| 6M | +9.9% | -8.3% | +18.2% | +13.7% |
| YTD | +48.0% | +3.1% | +45.0% | +45.6% |
| 1Y | +66.2% | +1.9% | +64.2% | +63.9% |
| 3Y | +195.1% | +41.9% | +153.2% | +145.4% |
| 5Y | +442.6% | +30.8% | +411.8% | +361.2% |
| 10Y | +2,334.2% | +141.9% | +2,192.3% | +1,324.6% |
| All | +8,390.6% | +1,925.2% | +6,465.4% | +1,897.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling