+3,933.3%
WDC vs PWR
+8,583.6%
-4,650.3%
-90.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | +0.7% | +5.2% | +5.6% |
| 7D | +1.7% | +3.6% | -1.9% | +0.6% |
| 30D | -10.0% | -8.6% | -1.4% | -7.1% |
| 3M | -18.8% | -13.2% | -5.6% | -13.8% |
| 6M | +79.0% | +9.9% | +69.1% | +77.1% |
| YTD | +171.6% | +48.0% | +123.5% | +145.5% |
| 1Y | +417.4% | +66.2% | +351.2% | +352.7% |
| 3Y | +1,251.8% | +195.1% | +1,056.7% | +887.3% |
| 5Y | +911.7% | +442.6% | +469.1% | +511.7% |
| 10Y | +1,399.6% | +2,334.2% | -934.6% | +496.1% |
| All | +3,933.3% | +8,583.6% | -4,650.3% | +818.3% |
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