+13.7%
WBD vs PWR
+2,367.8%
-2,354.2%
-91.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.9% | +1.1% | -0.1% |
| 7D | -1.7% | +2.7% | -4.3% | -2.6% |
| 30D | +3.9% | -5.1% | +9.0% | +5.4% |
| 3M | +5.1% | -9.4% | +14.5% | +7.2% |
| 6M | +0.6% | +10.4% | -9.8% | -6.0% |
| YTD | -3.2% | +48.6% | -51.8% | -20.0% |
| 1Y | +127.7% | +68.0% | +59.6% | +77.4% |
| 3Y | +146.6% | +204.7% | -58.2% | +42.0% |
| 5Y | +4.2% | +451.9% | -447.7% | -54.8% |
| 10Y | +13.7% | +2,425.3% | -2,411.7% | -77.1% |
| All | +13.7% | +2,367.8% | -2,354.2% | -77.1% |
Cumulative growth
Daily Returns
Daily percentage return beside PWR.
Daily Out/Under-Performance
Portfolio return minus PWR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PWR 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 10y: compounded portfolio wealth divided by compounded PWR 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…
10y analysis · Full analysis span regression · 6 months rolling