+61.3%
MDT vs PWR
+1,887.5%
-1,826.3%
-45.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +4.3% | -4.2% | -0.7% |
| 7D | -3.2% | +4.7% | -7.9% | -4.3% |
| 30D | +10.5% | -12.5% | +23.0% | +12.4% |
| 3M | +13.0% | -9.3% | +22.3% | +13.7% |
| 6M | +38.7% | -22.2% | +60.8% | +43.0% |
| YTD | +8.5% | +44.2% | -35.7% | -4.3% |
| 1Y | +10.0% | +35.5% | -25.5% | -1.6% |
| 3Y | +58.6% | +250.4% | -191.8% | +3.4% |
| 5Y | -0.3% | +425.6% | -425.9% | -45.4% |
| 10Y | +61.3% | +1,874.2% | -1,813.0% | -52.0% |
| All | +61.3% | +1,887.5% | -1,826.3% | -52.0% |
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