+218.5%
PWR vs MKSI
+190.8%
+27.6%
-33.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MKSI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | +2.1% | +3.1% | +4.3% |
| 7D | +4.2% | +2.7% | +1.5% | +3.1% |
| 30D | -4.0% | -12.8% | +8.8% | +1.4% |
| 3M | -4.8% | -22.5% | +17.7% | +4.1% |
| 6M | +14.6% | +19.4% | -4.8% | +5.5% |
| YTD | +54.2% | +67.7% | -13.5% | +23.8% |
| 1Y | +67.1% | +131.4% | -64.3% | +17.4% |
| 3Y | +218.5% | +197.3% | +21.1% | +103.6% |
| All | +218.5% | +190.8% | +27.6% | +103.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling