+1,079.5%
MPC vs PWR
+1,832.8%
-753.4%
-79.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +6.3% | -7.5% | -3.9% |
| 7D | -16.2% | -12.9% | -3.3% | -11.6% |
| 30D | -15.7% | -22.8% | +7.1% | -6.9% |
| 3M | +24.9% | -19.0% | +43.9% | +34.1% |
| 6M | +52.7% | -31.1% | +83.8% | +73.0% |
| YTD | +131.9% | +28.2% | +103.6% | +89.8% |
| 1Y | +96.6% | +22.2% | +74.4% | +64.1% |
| 3Y | +163.8% | +222.1% | -58.3% | +14.8% |
| 5Y | +533.1% | +364.1% | +169.1% | +100.5% |
| All | +1,079.5% | +1,832.8% | -753.4% | +23.1% |
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