+22.2%
PWR vs WM
+20.0%
+2.2%
-35.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | -2.1% | +8.3% | +4.7% |
| 7D | -12.9% | +1.2% | -14.1% | -11.9% |
| 30D | -22.8% | +13.1% | -35.9% | -16.3% |
| 3M | -19.0% | +3.6% | -22.6% | -16.2% |
| 6M | -31.1% | +8.1% | -39.2% | -27.8% |
| YTD | +28.2% | +8.9% | +19.3% | +36.6% |
| 1Y | +22.2% | +20.3% | +1.9% | +30.1% |
| All | +22.2% | +20.0% | +2.2% | +30.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling