+32.4%
PWR vs MOS
-16.2%
+48.6%
-30.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -11.7% | +17.4% | -29.0% | -11.2% |
| 7D | -4.4% | +17.9% | -22.3% | -3.9% |
| 30D | -15.1% | +1.6% | -16.6% | -13.8% |
| 3M | -16.2% | -4.0% | -12.2% | -14.8% |
| 6M | -23.3% | -4.1% | -19.2% | -22.4% |
| YTD | +37.6% | -7.8% | +45.4% | +42.4% |
| 1Y | +32.4% | -15.6% | +48.0% | +38.2% |
| All | +32.4% | -16.2% | +48.6% | +38.2% |
Cumulative growth
Daily Returns
Daily percentage return beside MOS.
Daily Out/Under-Performance
Portfolio return minus MOS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MOS 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 MOS 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