+446.0%
PWR vs WM
+52.1%
+393.9%
-33.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -1.2% | +1.9% | +1.0% |
| 7D | +3.6% | -0.3% | +3.9% | +3.7% |
| 30D | -8.6% | -2.4% | -6.2% | -8.1% |
| 3M | -13.2% | +0.4% | -13.6% | -14.4% |
| 6M | +9.9% | -9.5% | +19.4% | +12.5% |
| YTD | +48.0% | +0.5% | +47.5% | +45.0% |
| 1Y | +66.2% | -1.1% | +67.3% | +63.6% |
| 3Y | +195.1% | +46.0% | +149.1% | +129.9% |
| All | +446.0% | +52.1% | +393.9% | +309.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling