+6,822.1%
PWR vs WM
+1,118.9%
+5,703.2%
-97.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.3% | +1.2% | -13.5% | -12.8% |
| 7D | -19.9% | +4.5% | -24.3% | -21.6% |
| 30D | -29.3% | +16.1% | -45.3% | -34.3% |
| 3M | -25.5% | +8.0% | -33.5% | -28.7% |
| 6M | -34.0% | +8.4% | -42.4% | -37.8% |
| YTD | +20.7% | +11.2% | +9.5% | +12.0% |
| 1Y | +12.3% | +22.3% | -10.0% | -0.4% |
| 3Y | +201.9% | +50.2% | +151.6% | +139.1% |
| 5Y | +336.8% | +63.3% | +273.5% | +231.1% |
| 10Y | +1,748.9% | +355.0% | +1,393.8% | +781.0% |
| All | +6,822.1% | +1,118.9% | +5,703.2% | +1,951.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling