+19.4%
MA vs PWR
+30.1%
-10.7%
-18.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +9.4% | -8.9% | +1.4% |
| 7D | -0.3% | -4.8% | +4.4% | -0.9% |
| 30D | +11.3% | -16.2% | +27.5% | +9.2% |
| 3M | +16.7% | -11.9% | +28.6% | +15.3% |
| 6M | +32.8% | -20.6% | +53.4% | +28.4% |
| YTD | +15.6% | +40.3% | -24.6% | +18.9% |
| All | +19.4% | +30.1% | -10.7% | +22.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling