+66.2%
PWR vs WY
-5.4%
+71.6%
-28.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.1% | +0.8% | +0.7% |
| 7D | +3.6% | -2.6% | +6.2% | +3.5% |
| 30D | -8.6% | -10.9% | +2.3% | -8.6% |
| 3M | -13.2% | -6.0% | -7.2% | -13.0% |
| 6M | +9.9% | -5.6% | +15.5% | +9.7% |
| YTD | +48.0% | -1.1% | +49.2% | +47.6% |
| 1Y | +66.2% | -7.5% | +73.6% | +72.9% |
| All | +66.2% | -5.4% | +71.6% | +72.9% |
Cumulative growth
Daily Returns
Daily percentage return beside WY.
Daily Out/Under-Performance
Portfolio return minus WY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WY 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 1y: compounded portfolio wealth divided by compounded WY 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…
1y analysis · Full analysis span regression · 6 months rolling