+246.1%
PWR vs WWD
+154.7%
+91.4%
-35.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | +1.3% | +2.9% | +3.6% |
| 7D | +4.7% | +3.7% | +1.0% | +3.2% |
| 30D | -12.5% | +1.8% | -14.3% | -12.8% |
| 3M | -9.3% | -5.0% | -4.4% | -6.8% |
| 6M | -22.2% | -8.4% | -13.8% | -19.7% |
| YTD | +44.2% | +12.3% | +31.9% | +32.4% |
| 1Y | +35.5% | +26.2% | +9.3% | +16.3% |
| All | +246.1% | +154.7% | +91.4% | +116.5% |
Cumulative growth
Daily Returns
Daily percentage return beside WWD.
Daily Out/Under-Performance
Portfolio return minus WWD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WWD 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 WWD 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