+264.6%
MP vs PWR
+1,441.3%
-1,176.7%
-82.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | +7.8% | -4.8% | -1.8% |
| 7D | -3.6% | -11.2% | +7.6% | +2.9% |
| 30D | -21.0% | -17.4% | -3.6% | -12.2% |
| 3M | -33.3% | -11.7% | -21.6% | -29.6% |
| 6M | -45.9% | -21.7% | -24.2% | -38.8% |
| YTD | -27.8% | +38.3% | -66.1% | -43.1% |
| 1Y | -43.2% | +29.6% | -72.8% | -53.2% |
| 3Y | +144.0% | +236.1% | -92.1% | -4.2% |
| 5Y | -6.1% | +406.3% | -412.5% | -73.4% |
| All | +264.6% | +1,441.3% | -1,176.7% | -36.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling