+67.1%
PWR vs MKSI
+142.7%
-75.6%
-28.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MKSI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | +2.1% | +3.1% | +4.2% |
| 7D | +4.2% | +2.7% | +1.5% | +3.0% |
| 30D | -4.0% | -12.8% | +8.8% | +2.1% |
| 3M | -4.8% | -22.5% | +17.7% | +4.4% |
| 6M | +14.6% | +19.4% | -4.8% | +5.3% |
| YTD | +54.2% | +67.7% | -13.5% | +24.1% |
| 1Y | +67.1% | +131.4% | -64.3% | +23.1% |
| All | +67.1% | +142.7% | -75.6% | +23.1% |
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