+1,874.2%
PWR vs WM
+332.5%
+1,541.7%
-45.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | +1.2% | +3.0% | +3.7% |
| 7D | +4.7% | +0.8% | +4.0% | +4.3% |
| 30D | -12.5% | +13.8% | -26.3% | -18.3% |
| 3M | -9.3% | +6.4% | -15.7% | -12.8% |
| 6M | -22.2% | +13.2% | -35.4% | -28.7% |
| YTD | +44.2% | +10.8% | +33.4% | +32.7% |
| 1Y | +35.5% | +20.2% | +15.3% | +18.8% |
| 3Y | +250.4% | +46.5% | +204.0% | +162.5% |
| 5Y | +425.6% | +61.3% | +364.4% | +265.1% |
| 10Y | +1,874.2% | +324.8% | +1,549.5% | +648.1% |
| All | +1,874.2% | +332.5% | +1,541.7% | +648.1% |
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