+8,087.4%
PWR vs WWD
+8,588.4%
-501.0%
-97.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.6% | -0.1% | -0.4% |
| 7D | +11.3% | +4.0% | +7.3% | +9.5% |
| 30D | -8.9% | +0.4% | -9.3% | -8.4% |
| 3M | -10.5% | -7.9% | -2.6% | -6.4% |
| 6M | -22.2% | -10.6% | -11.5% | -18.4% |
| YTD | +42.7% | +9.4% | +33.4% | +35.2% |
| 1Y | +41.1% | +25.7% | +15.4% | +24.6% |
| 3Y | +242.7% | +148.5% | +94.2% | +118.3% |
| 5Y | +418.5% | +189.5% | +229.0% | +201.3% |
| 10Y | +1,855.0% | +451.8% | +1,403.2% | +685.5% |
| All | +8,087.4% | +8,588.4% | -501.0% | +897.8% |
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