+99.4%
WMT vs PWR
+203.1%
-103.7%
-23.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -1.9% | +1.7% | -0.1% |
| 7D | -0.2% | +2.7% | -2.9% | -0.4% |
| 30D | -5.8% | -5.1% | -0.7% | -5.6% |
| 3M | -10.8% | -9.4% | -1.4% | -10.2% |
| 6M | -14.3% | +10.4% | -24.8% | -15.5% |
| YTD | -4.4% | +48.6% | -53.0% | -7.8% |
| 1Y | +4.3% | +68.0% | -63.7% | -0.8% |
| All | +99.4% | +203.1% | -103.7% | +77.8% |
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