-1.3%
WMT vs PWR
-18.9%
+17.6%
-23.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | PWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +4.3% | -4.2% | +0.6% |
| 7D | -2.7% | +4.7% | -7.4% | -2.0% |
| 30D | +11.1% | -12.5% | +23.6% | +9.6% |
| 3M | +11.2% | -9.3% | +20.5% | +10.1% |
| 6M | -1.3% | -22.2% | +20.9% | -4.7% |
| All | -1.3% | -18.9% | +17.6% | -4.7% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling