+8,143.9%
PWR vs WEC
+2,145.8%
+5,998.1%
-97.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | 0.0% | -0.3% | -0.3% |
| 7D | +19.1% | -0.7% | +19.8% | +19.4% |
| 30D | -12.0% | +11.0% | -23.0% | -16.2% |
| 3M | -10.6% | +8.6% | -19.2% | -14.1% |
| 6M | -20.8% | +6.2% | -27.0% | -23.4% |
| YTD | +43.7% | +14.3% | +29.4% | +34.7% |
| 1Y | +35.0% | +8.4% | +26.6% | +29.3% |
| 3Y | +249.4% | +62.9% | +186.6% | +172.6% |
| 5Y | +422.1% | +55.8% | +366.3% | +309.7% |
| 10Y | +1,868.4% | +193.2% | +1,675.3% | +949.6% |
| All | +8,143.9% | +2,145.8% | +5,998.1% | +1,747.2% |
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