+1,500.2%
PWR vs MDB
+906.0%
+594.2%
-45.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +1.4% | -2.8% | -1.6% |
| 7D | -11.2% | -1.0% | -10.2% | -11.0% |
| 30D | -17.4% | -14.0% | -3.4% | -15.8% |
| 3M | -11.7% | -20.3% | +8.6% | -9.9% |
| 6M | -21.7% | +10.9% | -32.6% | -24.4% |
| YTD | +38.3% | -20.9% | +59.2% | +38.2% |
| 1Y | +29.6% | -11.2% | +40.8% | +27.0% |
| 3Y | +236.1% | -11.9% | +248.1% | +214.5% |
| 5Y | +406.3% | -40.2% | +446.5% | +364.4% |
| All | +1,500.2% | +906.0% | +594.2% | +869.4% |
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