+8.6%
MSFT vs PWR
+30.1%
-21.4%
-30.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | +9.4% | -6.6% | +2.3% |
| 7D | +7.5% | -4.8% | +12.3% | +7.2% |
| 30D | +1.9% | -16.2% | +18.1% | +2.1% |
| 3M | +9.2% | -11.9% | +21.2% | +9.2% |
| 6M | +31.9% | -20.6% | +52.4% | +26.6% |
| YTD | +13.4% | +40.3% | -26.8% | +7.0% |
| All | +8.6% | +30.1% | -21.4% | +3.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling