+32.4%
PWR vs MKSI
+40.1%
-7.7%
-30.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MKSI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -11.7% | -5.0% | -6.7% | -9.1% |
| 7D | -4.4% | -10.7% | +6.3% | +1.3% |
| 30D | -15.1% | -30.5% | +15.4% | +1.4% |
| 3M | -16.2% | -39.2% | +22.9% | +5.9% |
| 6M | -23.3% | -33.0% | +9.7% | -9.5% |
| YTD | +37.6% | +22.3% | +15.3% | +26.4% |
| 1Y | +32.4% | +42.7% | -10.3% | +18.3% |
| All | +32.4% | +40.1% | -7.7% | +18.3% |
Cumulative growth
Daily Returns
Daily percentage return beside MKSI.
Daily Out/Under-Performance
Portfolio return minus MKSI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MKSI 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 1y: compounded portfolio wealth divided by compounded MKSI 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…
1y analysis · Full analysis span regression · 6 months rolling