+1,865.8%
PWR vs WM
+337.2%
+1,528.6%
-45.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.4% | +0.1% | +9.2% | +9.3% |
| 7D | -4.8% | -0.5% | -4.3% | -4.9% |
| 30D | -16.2% | +13.3% | -29.5% | -21.7% |
| 3M | -11.9% | +4.4% | -16.3% | -14.6% |
| 6M | -20.6% | +10.8% | -31.4% | -26.5% |
| YTD | +40.3% | +9.1% | +31.2% | +30.0% |
| 1Y | +33.0% | +19.1% | +13.9% | +16.9% |
| 3Y | +250.0% | +45.7% | +204.3% | +162.1% |
| 5Y | +404.2% | +60.4% | +343.7% | +249.8% |
| 10Y | +1,865.8% | +328.7% | +1,537.1% | +643.3% |
| All | +1,865.8% | +337.2% | +1,528.6% | +643.3% |
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