+206.9%
PWR vs WU
-28.6%
+235.5%
-33.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.9% | -1.0% | -1.9% |
| 7D | +2.7% | -4.9% | +7.6% | +2.7% |
| 30D | -5.1% | -1.3% | -3.8% | -5.2% |
| 3M | -9.4% | -3.6% | -5.8% | -10.2% |
| 6M | +10.4% | -24.3% | +34.8% | +11.5% |
| YTD | +48.6% | -21.1% | +69.7% | +49.3% |
| 1Y | +68.0% | -10.3% | +78.3% | +65.1% |
| All | +206.9% | -28.6% | +235.5% | +194.7% |
Cumulative growth
Daily Returns
Daily percentage return beside WU.
Daily Out/Under-Performance
Portfolio return minus WU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WU 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 WU 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