+242.7%
PWR vs MDY
+56.8%
+185.9%
-35.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.1% | -0.6% | -0.5% |
| 7D | +11.3% | +2.3% | +9.0% | +8.5% |
| 30D | -8.9% | +2.0% | -10.9% | -10.3% |
| 3M | -10.5% | -5.6% | -4.9% | -3.4% |
| 6M | -22.2% | +1.3% | -23.5% | -22.1% |
| YTD | +42.7% | +12.3% | +30.4% | +28.0% |
| 1Y | +41.1% | +15.8% | +25.3% | +22.6% |
| 3Y | +242.7% | +56.5% | +186.3% | +129.1% |
| All | +242.7% | +56.8% | +185.9% | +129.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling