+2,521.4%
PWR vs MKTX
+5.0%
+2,516.4%
-45.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MKTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | -0.1% | +5.2% | +5.2% |
| 7D | +4.2% | -0.2% | +4.4% | +4.2% |
| 30D | -4.0% | +0.7% | -4.8% | -4.2% |
| 3M | -4.8% | +40.8% | -45.6% | -10.0% |
| 6M | +14.6% | -8.0% | +22.6% | +15.0% |
| YTD | +54.2% | -8.7% | +63.0% | +54.8% |
| 1Y | +67.1% | -11.8% | +79.0% | +68.3% |
| 3Y | +218.5% | -24.0% | +242.5% | +221.4% |
| 5Y | +466.3% | -60.3% | +526.6% | +530.4% |
| All | +2,521.4% | +5.0% | +2,516.4% | +2,108.4% |
Cumulative growth
Daily Returns
Daily percentage return beside MKTX.
Daily Out/Under-Performance
Portfolio return minus MKTX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MKTX 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 10y: compounded portfolio wealth divided by compounded MKTX 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…
10y analysis · Full analysis span regression · 6 months rolling