+83.0%
MMM vs PWR
+1,915.1%
-1,832.1%
-59.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +9.4% | -7.5% | -0.7% |
| 7D | +5.8% | -4.8% | +10.5% | +6.1% |
| 30D | +17.9% | -16.2% | +34.1% | +22.5% |
| 3M | +3.6% | -11.9% | +15.5% | +5.5% |
| 6M | +32.9% | -20.6% | +53.5% | +38.1% |
| YTD | +19.5% | +40.3% | -20.8% | +1.5% |
| 1Y | +16.5% | +33.0% | -16.5% | +0.5% |
| 3Y | +167.2% | +250.0% | -82.8% | +55.1% |
| 5Y | +48.2% | +404.2% | -355.9% | -27.9% |
| 10Y | +83.0% | +1,865.8% | -1,782.8% | -54.8% |
| All | +83.0% | +1,915.1% | -1,832.1% | -54.8% |
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