+113.2%
WDC vs PWR
+31.4%
+81.8%
-56.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.8% | -11.7% | +4.9% | +3.9% |
| 7D | -18.3% | -4.4% | -14.0% | -15.7% |
| 30D | -26.7% | -15.1% | -11.6% | -16.1% |
| 3M | -40.9% | -16.2% | -24.7% | -31.5% |
| 6M | -26.8% | -23.3% | -3.4% | -5.5% |
| YTD | +88.2% | +37.6% | +50.6% | +31.8% |
| 1Y | +113.2% | +32.4% | +80.8% | +55.1% |
| All | +113.2% | +31.4% | +81.8% | +55.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling