+4,010.9%
MO vs PWR
+8,011.0%
-4,000.1%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -1.4% | +2.1% | +0.8% |
| 7D | -0.8% | -11.2% | +10.5% | -0.1% |
| 30D | +6.5% | -17.4% | +23.9% | +7.7% |
| 3M | +18.3% | -11.7% | +30.1% | +18.9% |
| 6M | +15.6% | -21.7% | +37.3% | +16.7% |
| YTD | +38.8% | +38.3% | +0.5% | +33.6% |
| 1Y | +41.6% | +29.6% | +12.0% | +36.9% |
| 3Y | +138.2% | +236.1% | -97.9% | +109.5% |
| 5Y | +150.5% | +406.3% | -255.9% | +110.7% |
| 10Y | +146.1% | +1,796.7% | -1,650.6% | +83.3% |
| All | +4,010.9% | +8,011.0% | -4,000.1% | +2,552.8% |
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 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