+987.0%
MMM vs PWR
+7,422.2%
-6,435.2%
-59.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +6.3% | -7.7% | -2.4% |
| 7D | +6.2% | -12.9% | +19.1% | +8.0% |
| 30D | +14.2% | -22.8% | +37.1% | +18.1% |
| 3M | +2.9% | -19.0% | +21.9% | +5.4% |
| 6M | +27.6% | -31.1% | +58.7% | +33.2% |
| YTD | +17.3% | +28.2% | -11.0% | +10.3% |
| 1Y | +15.1% | +22.2% | -7.1% | +9.0% |
| 3Y | +157.1% | +222.1% | -65.0% | +105.6% |
| 5Y | +45.1% | +364.1% | -319.0% | +8.4% |
| 10Y | +83.9% | +1,864.5% | -1,780.6% | +9.4% |
| All | +987.0% | +7,422.2% | -6,435.2% | +400.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling