+45.3%
MMM vs PWR
+348.7%
-303.4%
-48.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +6.3% | -7.7% | -2.5% |
| 7D | +6.2% | -12.9% | +19.1% | +8.1% |
| 30D | +14.2% | -22.8% | +37.1% | +18.8% |
| 3M | +2.9% | -19.0% | +21.9% | +5.7% |
| 6M | +27.6% | -31.1% | +58.7% | +34.9% |
| YTD | +17.3% | +28.2% | -11.0% | +6.1% |
| 1Y | +15.1% | +22.2% | -7.1% | +5.1% |
| 3Y | +157.1% | +222.1% | -65.0% | +75.6% |
| All | +45.3% | +348.7% | -303.4% | -7.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling