+928.6%
WDC vs PWR
+443.9%
+484.7%
-55.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | +0.7% | +5.2% | +5.4% |
| 7D | +1.7% | +3.6% | -1.9% | -0.6% |
| 30D | -10.0% | -8.6% | -1.4% | -4.2% |
| 3M | -18.8% | -13.2% | -5.6% | -9.5% |
| 6M | +79.0% | +9.9% | +69.1% | +74.7% |
| YTD | +171.6% | +48.0% | +123.5% | +124.9% |
| 1Y | +417.4% | +66.2% | +351.2% | +304.9% |
| 3Y | +1,251.8% | +195.1% | +1,056.7% | +683.6% |
| All | +928.6% | +443.9% | +484.7% | +331.7% |
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