+1,552.0%
PWR vs MDB
+912.7%
+639.3%
-45.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.6% | +1.0% | -0.5% |
| 7D | +11.3% | +6.8% | +4.5% | +10.4% |
| 30D | -8.9% | -6.2% | -2.7% | -8.1% |
| 3M | -10.5% | -29.2% | +18.7% | -7.2% |
| 6M | -22.2% | +10.3% | -32.5% | -24.7% |
| YTD | +42.7% | -20.4% | +63.1% | +42.6% |
| 1Y | +41.1% | -4.8% | +45.9% | +36.9% |
| 3Y | +242.7% | -11.6% | +254.3% | +220.5% |
| 5Y | +418.5% | -41.0% | +459.6% | +376.4% |
| All | +1,552.0% | +912.7% | +639.3% | +900.0% |
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