+1,620.2%
PWR vs MDB
+986.0%
+634.2%
-45.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-09 to 2026-09-09.
| Period | Portfolio | MDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +0.7% | -2.6% | -2.0% |
| 7D | +2.7% | -4.5% | +7.2% | +3.2% |
| 30D | -5.1% | -14.0% | +8.9% | -3.7% |
| 3M | -9.4% | +5.3% | -14.7% | -10.7% |
| 6M | +10.4% | +31.9% | -21.5% | +4.3% |
| YTD | +48.6% | -14.6% | +63.3% | +47.8% |
| 1Y | +68.0% | +8.2% | +59.8% | +60.9% |
| 3Y | +204.7% | -5.0% | +209.7% | +182.9% |
| 5Y | +451.9% | -24.5% | +476.5% | +393.7% |
| All | +1,620.2% | +986.0% | +634.2% | +936.6% |
Cumulative growth
Daily Returns
Daily percentage return beside MDB.
Daily Out/Under-Performance
Portfolio return minus MDB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MDB 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 2016-09-09 to 2026-09-09: compounded portfolio wealth divided by compounded MDB 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…
2016-09-09 to 2026-09-09 analysis · Full analysis span regression · 6 months rolling