+569.6%
MA vs PWR
+1,887.5%
-1,317.9%
-41.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +4.3% | -4.0% | -0.8% |
| 7D | -1.8% | +4.7% | -6.5% | -3.3% |
| 30D | +11.0% | -12.5% | +23.5% | +13.8% |
| 3M | +17.9% | -9.3% | +27.2% | +19.0% |
| 6M | +33.2% | -22.2% | +55.3% | +38.9% |
| YTD | +16.5% | +44.2% | -27.7% | -2.7% |
| 1Y | +19.1% | +35.5% | -16.4% | +1.2% |
| 3Y | +70.6% | +250.4% | -179.9% | -5.9% |
| 5Y | +92.1% | +425.6% | -333.5% | -14.6% |
| 10Y | +569.6% | +1,874.2% | -1,304.7% | +47.3% |
| All | +569.6% | +1,887.5% | -1,317.9% | +47.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling