+411.1%
WDC vs PWR
+67.5%
+343.6%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -1.9% | +2.9% | +2.9% |
| 7D | +7.5% | +2.7% | +4.8% | +4.6% |
| 30D | +10.1% | -5.1% | +15.2% | +16.1% |
| 3M | -6.8% | -9.4% | +2.6% | +5.3% |
| 6M | +84.1% | +10.4% | +73.7% | +75.2% |
| YTD | +180.3% | +48.6% | +131.6% | +102.0% |
| 1Y | +411.1% | +68.0% | +343.1% | +247.1% |
| All | +411.1% | +67.5% | +343.6% | +247.1% |
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