+164.6%
MMM vs PWR
+250.5%
-85.9%
-18.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +4.3% | -4.5% | -0.8% |
| 7D | -2.6% | +4.7% | -7.4% | -3.3% |
| 30D | +17.4% | -12.5% | +29.9% | +19.1% |
| 3M | +3.6% | -9.3% | +12.9% | +4.2% |
| 6M | +33.0% | -22.2% | +55.2% | +37.5% |
| YTD | +19.6% | +44.2% | -24.5% | +6.7% |
| 1Y | +14.0% | +35.5% | -21.5% | +3.0% |
| All | +164.6% | +250.5% | -85.9% | +77.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling