+298.2%
WBD vs PWR
+7,055.0%
-6,756.8%
-91.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.7% | -1.1% | -0.7% |
| 7D | -1.8% | +3.6% | -5.4% | -3.1% |
| 30D | +8.8% | -8.6% | +17.4% | +11.9% |
| 3M | +4.6% | -13.2% | +17.8% | +8.3% |
| 6M | +1.1% | +9.9% | -8.8% | -5.3% |
| YTD | -2.0% | +48.0% | -50.0% | -18.3% |
| 1Y | +140.0% | +66.2% | +73.8% | +90.0% |
| 3Y | +144.4% | +195.1% | -50.7% | +49.2% |
| 5Y | -0.2% | +442.6% | -442.8% | -52.7% |
| 10Y | +9.1% | +2,334.2% | -2,325.1% | -72.2% |
| All | +298.2% | +7,055.0% | -6,756.8% | -22.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling