+153.3%
MP vs PWR
+195.8%
-42.5%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +0.7% | +0.7% | +1.0% |
| 7D | -2.9% | +3.6% | -6.5% | -4.7% |
| 30D | +13.8% | -8.6% | +22.4% | +18.9% |
| 3M | -16.7% | -13.2% | -3.5% | -10.9% |
| 6M | -11.5% | +9.9% | -21.4% | -16.0% |
| YTD | +7.9% | +48.0% | -40.1% | -11.0% |
| 1Y | -15.0% | +66.2% | -81.2% | -32.9% |
| All | +153.3% | +195.8% | -42.5% | +34.8% |
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 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