+57.1%
PWR vs MDLN
-7.1%
+64.2%
-28.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MDLN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | +0.4% | +4.7% | +5.2% |
| 7D | +4.2% | -11.1% | +15.3% | +3.8% |
| 30D | -4.0% | -8.4% | +4.3% | -4.2% |
| 3M | -4.8% | -12.4% | +7.6% | -5.5% |
| 6M | +14.6% | -23.3% | +37.9% | +16.1% |
| YTD | +54.2% | -22.5% | +76.8% | +57.5% |
| All | +57.1% | -7.1% | +64.2% | +60.6% |
Cumulative growth
Daily Returns
Daily percentage return beside MDLN.
Daily Out/Under-Performance
Portfolio return minus MDLN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MDLN 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 MDLN 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