+8,390.6%
PWR vs MKC
+1,157.1%
+7,233.5%
-97.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MKC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -1.0% | +1.7% | +1.0% |
| 7D | +3.6% | -5.9% | +9.5% | +5.8% |
| 30D | -8.6% | -0.9% | -7.7% | -8.5% |
| 3M | -13.2% | +12.7% | -25.9% | -17.9% |
| 6M | +9.9% | -19.3% | +29.2% | +16.7% |
| YTD | +48.0% | -22.2% | +70.2% | +58.2% |
| 1Y | +66.2% | -23.3% | +89.5% | +77.5% |
| 3Y | +195.1% | -30.0% | +225.1% | +217.7% |
| 5Y | +442.6% | -33.8% | +476.3% | +481.2% |
| 10Y | +2,334.2% | +24.4% | +2,309.8% | +1,755.7% |
| All | +8,390.6% | +1,157.1% | +7,233.5% | +2,871.7% |
Cumulative growth
Daily Returns
Daily percentage return beside MKC.
Daily Out/Under-Performance
Portfolio return minus MKC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MKC 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 all: compounded portfolio wealth divided by compounded MKC 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…
all analysis · Full analysis span regression · 6 months rolling