+8,589.7%
PWR vs WY
+203.4%
+8,386.3%
-97.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | -1.4% | +3.8% | +3.1% |
| 7D | +4.5% | -2.1% | +6.6% | +5.6% |
| 30D | -4.9% | -10.5% | +5.6% | +0.4% |
| 3M | -7.9% | -4.9% | -3.0% | -6.7% |
| 6M | +18.3% | -4.9% | +23.3% | +19.5% |
| YTD | +51.5% | -1.7% | +53.2% | +49.4% |
| 1Y | +70.3% | -9.4% | +79.7% | +74.4% |
| 3Y | +210.6% | -22.3% | +232.9% | +235.4% |
| 5Y | +456.7% | -20.5% | +477.2% | +486.8% |
| 10Y | +2,396.1% | +4.9% | +2,391.2% | +1,977.2% |
| All | +8,589.7% | +203.4% | +8,386.3% | +4,327.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling