+1,653.4%
PWR vs MDB
+978.8%
+674.6%
-45.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | -3.5% | +5.8% | +2.8% |
| 7D | +4.5% | -18.0% | +22.5% | +7.0% |
| 30D | -4.9% | -10.7% | +5.8% | -3.9% |
| 3M | -7.9% | +1.0% | -8.9% | -8.8% |
| 6M | +18.3% | +31.6% | -13.3% | +11.8% |
| YTD | +51.5% | -15.2% | +66.7% | +50.8% |
| 1Y | +70.3% | +10.1% | +60.2% | +62.6% |
| 3Y | +210.6% | -5.6% | +216.2% | +188.6% |
| 5Y | +456.7% | -24.5% | +481.2% | +398.0% |
| All | +1,653.4% | +978.8% | +674.6% | +957.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling