+2,521.4%
PWR vs MDY
+177.2%
+2,344.3%
-45.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | +0.8% | +4.3% | +4.3% |
| 7D | +4.2% | -1.9% | +6.0% | +6.3% |
| 30D | -4.0% | -4.6% | +0.6% | +1.0% |
| 3M | -4.8% | -1.2% | -3.5% | -3.2% |
| 6M | +14.6% | +9.2% | +5.4% | +5.4% |
| YTD | +54.2% | +13.1% | +41.2% | +36.9% |
| 1Y | +67.1% | +13.0% | +54.1% | +48.8% |
| 3Y | +218.5% | +49.2% | +169.2% | +114.0% |
| 5Y | +466.3% | +47.2% | +419.0% | +284.6% |
| All | +2,521.4% | +177.2% | +2,344.3% | +809.4% |
Cumulative growth
Daily Returns
Daily percentage return beside MDY.
Daily Out/Under-Performance
Portfolio return minus MDY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MDY 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 MDY 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