+15.0%
MMM vs PWR
+28.2%
-13.2%
-18.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -1.4% | +1.8% | +0.4% |
| 7D | +7.0% | -11.2% | +18.2% | +6.8% |
| 30D | +18.4% | -17.4% | +35.8% | +18.6% |
| 3M | +4.5% | -11.7% | +16.2% | +4.2% |
| 6M | +33.4% | -21.7% | +55.1% | +34.6% |
| YTD | +20.0% | +38.3% | -18.3% | +14.6% |
| 1Y | +15.0% | +29.6% | -14.6% | +10.3% |
| All | +15.0% | +28.2% | -13.2% | +10.3% |
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