+469.4%
PWR vs WY
-22.2%
+491.7%
-33.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | +0.3% | +4.8% | +5.0% |
| 7D | +4.2% | -4.2% | +8.4% | +6.0% |
| 30D | -4.0% | -10.1% | +6.0% | -0.1% |
| 3M | -4.8% | -8.5% | +3.7% | -2.3% |
| 6M | +14.6% | -3.3% | +18.0% | +14.6% |
| YTD | +54.2% | -4.4% | +58.6% | +53.9% |
| 1Y | +67.1% | -11.5% | +78.6% | +72.7% |
| 3Y | +218.5% | -24.3% | +242.8% | +246.4% |
| All | +469.4% | -22.2% | +491.7% | +529.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling