+200.1%
PWR vs WM
+46.1%
+154.0%
-33.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -1.2% | +1.9% | +0.7% |
| 7D | +3.6% | -0.3% | +3.9% | +3.6% |
| 30D | -8.6% | -2.4% | -6.2% | -8.6% |
| 3M | -13.2% | +0.4% | -13.6% | -14.1% |
| 6M | +9.9% | -9.5% | +19.4% | +11.0% |
| YTD | +48.0% | +0.5% | +47.5% | +46.0% |
| 1Y | +66.2% | -1.1% | +67.3% | +64.8% |
| All | +200.1% | +46.1% | +154.0% | +157.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling