+8,390.6%
PWR vs WWD
+9,019.3%
-628.7%
-97.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +1.1% | -0.4% | +0.2% |
| 7D | +3.6% | +1.3% | +2.3% | +3.0% |
| 30D | -8.6% | -7.2% | -1.4% | -5.4% |
| 3M | -13.2% | -3.8% | -9.3% | -12.5% |
| 6M | +9.9% | -9.9% | +19.8% | +13.7% |
| YTD | +48.0% | +14.8% | +33.2% | +36.1% |
| 1Y | +66.2% | +42.1% | +24.1% | +37.8% |
| 3Y | +195.1% | +170.8% | +24.3% | +79.6% |
| 5Y | +442.6% | +197.5% | +245.0% | +208.9% |
| 10Y | +2,334.2% | +477.8% | +1,856.4% | +850.7% |
| All | +8,390.6% | +9,019.3% | -628.7% | +904.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling