+406.3%
PWR vs MAS
+42.7%
+363.7%
-35.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -1.3% | -0.1% | -0.9% |
| 7D | -11.2% | +3.6% | -14.8% | -12.5% |
| 30D | -17.4% | +23.8% | -41.2% | -24.1% |
| 3M | -11.7% | +14.4% | -26.2% | -16.6% |
| 6M | -21.7% | +19.7% | -41.4% | -27.9% |
| YTD | +38.3% | +36.0% | +2.3% | +18.9% |
| 1Y | +29.6% | +40.4% | -10.8% | +9.7% |
| 3Y | +236.1% | +58.9% | +177.2% | +157.2% |
| 5Y | +406.3% | +44.5% | +361.8% | +334.0% |
| All | +406.3% | +42.7% | +363.7% | +334.0% |
Cumulative growth
Daily Returns
Daily percentage return beside MAS.
Daily Out/Under-Performance
Portfolio return minus MAS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MAS 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 5y: compounded portfolio wealth divided by compounded MAS 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…
5y analysis · Full analysis span regression · 6 months rolling