+1,747.0%
PWR vs WTW
+1,094.8%
+652.1%
-94.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WTW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -3.6% | +1.7% | -0.3% |
| 7D | +2.7% | -7.1% | +9.8% | +6.0% |
| 30D | -5.1% | -8.5% | +3.4% | -1.6% |
| 3M | -9.4% | +20.6% | -29.9% | -17.7% |
| 6M | +10.4% | +7.2% | +3.2% | +3.9% |
| YTD | +48.6% | -3.9% | +52.5% | +45.5% |
| 1Y | +68.0% | -3.6% | +71.6% | +63.5% |
| 3Y | +204.7% | +60.7% | +144.1% | +123.7% |
| 5Y | +451.9% | +42.2% | +409.8% | +326.2% |
| 10Y | +2,425.3% | +195.5% | +2,229.9% | +1,195.6% |
| All | +1,747.0% | +1,094.8% | +652.1% | +661.5% |
Cumulative growth
Daily Returns
Daily percentage return beside WTW.
Daily Out/Under-Performance
Portfolio return minus WTW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WTW 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 WTW 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