+2,176.7%
WDC vs PWR
+7,422.2%
-5,245.5%
-90.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +6.3% | -7.7% | -3.5% |
| 7D | -28.0% | -12.9% | -15.1% | -24.4% |
| 30D | -34.9% | -22.8% | -12.1% | -29.0% |
| 3M | -41.6% | -19.0% | -22.6% | -37.4% |
| 6M | -45.4% | -31.1% | -14.3% | -37.5% |
| YTD | +53.3% | +28.2% | +25.0% | +45.2% |
| 1Y | +61.5% | +22.2% | +39.3% | +55.6% |
| 3Y | +712.3% | +222.1% | +490.2% | +483.9% |
| 5Y | +524.2% | +364.1% | +160.2% | +297.2% |
| 10Y | +616.5% | +1,864.5% | -1,248.0% | +204.0% |
| All | +2,176.7% | +7,422.2% | -5,245.5% | +443.1% |
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 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