+1,359.3%
WDC vs PWR
+206.3%
+1,153.0%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +2.3% | -0.2% | +0.4% |
| 7D | +6.0% | +4.5% | +1.4% | +2.6% |
| 30D | +9.9% | -4.9% | +14.8% | +14.2% |
| 3M | -9.4% | -7.9% | -1.5% | -2.2% |
| 6M | +94.7% | +18.3% | +76.3% | +80.8% |
| YTD | +177.3% | +51.5% | +125.8% | +121.9% |
| 1Y | +412.4% | +70.3% | +342.1% | +286.4% |
| 3Y | +1,359.3% | +210.6% | +1,148.7% | +757.8% |
| All | +1,359.3% | +206.3% | +1,153.0% | +757.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling