+8,780.8%
PWR vs MKTX
+1,445.1%
+7,335.7%
-69.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MKTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | 0.0% | -1.9% | -1.9% |
| 7D | +2.7% | +0.3% | +2.4% | +2.6% |
| 30D | -5.1% | +1.0% | -6.1% | -5.4% |
| 3M | -9.4% | +40.8% | -50.2% | -17.9% |
| 6M | +10.4% | -10.9% | +21.3% | +12.6% |
| YTD | +48.6% | -8.6% | +57.2% | +50.2% |
| 1Y | +68.0% | -11.6% | +79.6% | +70.6% |
| 3Y | +204.7% | -24.5% | +229.3% | +211.4% |
| 5Y | +451.9% | -60.7% | +512.6% | +559.4% |
| 10Y | +2,425.3% | +5.1% | +2,420.2% | +1,965.8% |
| All | +8,780.8% | +1,445.1% | +7,335.7% | +2,301.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling