+8,390.6%
PWR vs WM
+1,001.5%
+7,389.1%
-97.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -1.2% | +1.9% | +1.3% |
| 7D | +3.6% | -0.3% | +3.9% | +3.7% |
| 30D | -8.6% | -2.4% | -6.2% | -7.7% |
| 3M | -13.2% | +0.4% | -13.6% | -14.4% |
| 6M | +9.9% | -9.5% | +19.4% | +13.2% |
| YTD | +48.0% | +0.5% | +47.5% | +45.1% |
| 1Y | +66.2% | -1.1% | +67.3% | +63.3% |
| 3Y | +195.1% | +46.0% | +149.1% | +138.3% |
| 5Y | +442.6% | +51.8% | +390.7% | +328.5% |
| 10Y | +2,334.2% | +307.5% | +2,026.7% | +1,129.4% |
| All | +8,390.6% | +1,001.5% | +7,389.1% | +2,557.3% |
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 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