+15,692.2%
MA vs PWR
+3,057.9%
+12,634.3%
-62.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -12.3% | +9.8% | +1.7% |
| 7D | +3.2% | -19.9% | +23.0% | +10.3% |
| 30D | +15.9% | -29.3% | +45.2% | +28.9% |
| 3M | +15.2% | -25.5% | +40.6% | +24.9% |
| 6M | +32.4% | -34.0% | +66.4% | +47.1% |
| YTD | +15.6% | +20.7% | -5.1% | +0.5% |
| 1Y | +19.3% | +12.3% | +7.0% | +6.1% |
| 3Y | +73.0% | +201.9% | -128.9% | -1.5% |
| 5Y | +93.7% | +336.8% | -243.0% | -8.1% |
| 10Y | +575.0% | +1,748.9% | -1,173.9% | +66.5% |
| All | +15,692.2% | +3,057.9% | +12,634.3% | +2,746.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling