+78.4%
MMM vs PWR
+1,887.5%
-1,809.2%
-59.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +4.3% | -4.5% | -1.4% |
| 7D | -2.6% | +4.7% | -7.4% | -4.2% |
| 30D | +17.4% | -12.5% | +29.9% | +20.4% |
| 3M | +3.6% | -9.3% | +12.9% | +4.6% |
| 6M | +33.0% | -22.2% | +55.2% | +39.3% |
| YTD | +19.6% | +44.2% | -24.5% | +0.8% |
| 1Y | +14.0% | +35.5% | -21.5% | -2.2% |
| 3Y | +164.3% | +250.4% | -86.1% | +53.8% |
| 5Y | +49.3% | +425.6% | -376.3% | -28.3% |
| 10Y | +78.4% | +1,874.2% | -1,795.9% | -55.8% |
| All | +78.4% | +1,887.5% | -1,809.2% | -55.8% |
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