The total return over the past 12 months is -23.26% vs. +16.94% for the S&P 500. So far it's up -7.60% this year. Includes price appreciation + reinvested dividends.
| Category | 1Y (TTM) | 3Y | 5Y | 10Y | 15Y | 20Y |
|---|---|---|---|---|---|---|
| Price CAGR | (24.44%) | +16.86% | +3.03% | N/A | N/A | N/A |
| Total Return CAGR | (23.26%) | +18.73% | +5.32% | N/A | N/A | N/A |
| Revenue CAGR | (20.87%) | +3.29% | +7.67% | N/A | N/A | N/A |
| Net Income CAGR | (61.22%) | N/A | +13.36% | N/A | N/A | N/A |
| EPS CAGR | (66.54%) | +10.48% | N/A | N/A | N/A | N/A |
| Free Cash Flow CAGR | N/A | N/A | N/A | N/A | N/A | N/A |
| Operating Cash Flow CAGR | N/A | N/A | (16.54%) | N/A | N/A | N/A |
| Dividends CAGR | 0.00% | 0.00% | N/A | N/A | N/A | N/A |
Visualize historical growth rates over rolling horizons. Use the dropdown to select different metric vectors.
Perella Weinberg Partners (PWP)
| Year | Start price | End price | PWP Return | SPY Return | Outperformance |
|---|---|---|---|---|---|
| 2026(YTD) | $17.30 | $15.80 | (7.60%) | +14.51% | (22.11%) |
| 2025 | $23.84 | $17.30 | (26.43%) | +17.72% | (44.15%) |
| 2024 | $12.23 | $23.84 | +98.12% | +24.89% | +73.23% |
| 2023 | $9.80 | $12.23 | +28.40% | +26.19% | +2.21% |
| 2022 | $12.86 | $9.80 | (21.16%) | (18.17%) | (2.99%) |
| 2021 | $11.30 | $12.86 | +15.02% | +28.74% | (13.72%) |
Start and end prices are split-adjusted closing prices. Total return includes reinvested dividends, so it can differ from the price change.