+3,692.7%
PWR vs WU
-19.6%
+3,712.3%
-69.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -1.0% | +1.7% | +1.1% |
| 7D | +3.6% | -0.8% | +4.4% | +3.9% |
| 30D | -8.6% | -1.1% | -7.5% | -8.4% |
| 3M | -13.2% | -3.9% | -9.3% | -14.1% |
| 6M | +9.9% | -20.7% | +30.6% | +17.9% |
| YTD | +48.0% | -18.4% | +66.4% | +55.5% |
| 1Y | +66.2% | -8.1% | +74.2% | +63.0% |
| 3Y | +195.1% | -24.2% | +219.3% | +204.6% |
| 5Y | +442.6% | -50.4% | +493.0% | +564.0% |
| 10Y | +2,334.2% | -40.0% | +2,374.3% | +2,474.7% |
| All | +3,692.7% | -19.6% | +3,712.3% | +2,963.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling