Perella Weinberg Partners (PWP)

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The chart shows the growth of an initial investment of $10,000 in Perella Weinberg Partners, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.

Perella Weinberg Partners (PWP) has returned 5.31% so far this year and 0.06% over the past 12 months.

Based on dividend-adjusted daily data since Nov 20, 2020, PWP's average daily return is +0.09%, while the average monthly return is +1.75%. At this rate, your investment would double in approximately 3.3 years.

Historically, 57% of months were positive and 43% were negative. The best month was Jan 2026 with a return of +29.0%, while the worst month was Jun 2022 at -22.3%. The longest winning streak lasted 7 consecutive months, and the longest losing streak was 4 months.

On a daily basis, PWP closed higher 49% of trading days. The best single day was Nov 6, 2024 with a return of +18.0%, while the worst single day was May 5, 2022 at -18.1%.

Perella Weinberg Partners has an annualized alpha of 6.04%, beta of 1.23, and R² of 0.26 versus S&P 500 Index. Calculated based on daily prices since November 23, 2020.

• This stock captured 169.50% of S&P 500 Index gains and 149.59% of its losses — amplifying both gains and losses, but participating more in upside than downside.
• R² of 0.26 means this stock moves largely independently of S&P 500 Index — capture ratios reflect limited market correlation rather than active downside protection. Consider using a more representative benchmark.

PWP ranks 39 for risk / return — below 39% of stocks on our site. The returns aren't fully compensating for the risk involved. This isn't necessarily a dealbreaker, but factor it into your decision — especially if you're risk-averse.

The table below present risk-adjusted performance metrics for Perella Weinberg Partners (PWP) and compare them to a chosen benchmark (S&P 500 Index).

Perella Weinberg Partners provided a 1.54% dividend yield over the last twelve months, with an annual payout of $0.28 per share. The company has been increasing its dividends for 4 consecutive years.

The table displays the monthly dividend distributions for Perella Weinberg Partners. The dividends shown in the table have been adjusted to account for any splits that may have occurred.

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.

The table below displays the maximum drawdowns of the Perella Weinberg Partners. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the Perella Weinberg Partners was 60.44%, occurring on Jul 11, 2022. Recovery took 411 trading sessions.

The current Perella Weinberg Partners drawdown is 30.08%.

The chart below shows the rolling one-month volatility.

The chart below illustrates the trends in the financial health of Perella Weinberg Partners over time, highlighting three key metrics: Total Revenue, Earnings Before Interest and Taxes (EBIT), and Net Income.

The Valuation section provides an overview of how Perella Weinberg Partners is priced in the market compared to other companies in the Capital Markets industry. It includes key financial ratios that help investors assess whether the stock is undervalued or overvalued.