+1,796.7%
PWR vs WM
+329.9%
+1,466.9%
-45.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +0.3% | -1.7% | -1.6% |
| 7D | -11.2% | +1.2% | -12.4% | -11.9% |
| 30D | -17.4% | +13.7% | -31.1% | -22.9% |
| 3M | -11.7% | +5.2% | -17.0% | -14.7% |
| 6M | -21.7% | +11.2% | -32.9% | -27.7% |
| YTD | +38.3% | +9.4% | +28.8% | +28.0% |
| 1Y | +29.6% | +20.4% | +9.2% | +13.2% |
| 3Y | +236.1% | +44.7% | +191.5% | +153.1% |
| 5Y | +406.3% | +58.5% | +347.9% | +254.8% |
| 10Y | +1,796.7% | +326.4% | +1,470.3% | +628.0% |
| All | +1,796.7% | +329.9% | +1,466.9% | +628.0% |
Cumulative growth
Daily Returns
Daily percentage return beside WM.
Daily Out/Under-Performance
Portfolio return minus WM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WM 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 WM 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