+4.2%
WBD vs PWR
+458.8%
-454.6%
-78.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +2.3% | -2.8% | -1.1% |
| 7D | -0.7% | +4.5% | -5.2% | -1.9% |
| 30D | +5.0% | -4.9% | +9.9% | +6.2% |
| 3M | +6.2% | -7.9% | +14.1% | +7.7% |
| 6M | +0.6% | +18.3% | -17.7% | -7.0% |
| YTD | -2.4% | +51.5% | -53.9% | -17.6% |
| 1Y | +127.7% | +70.3% | +57.4% | +82.9% |
| 3Y | +148.4% | +210.6% | -62.2% | +49.2% |
| 5Y | +4.2% | +456.7% | -452.4% | -51.3% |
| All | +4.2% | +458.8% | -454.6% | -51.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling