+1,831.6%
PWR vs MOS
-3.5%
+1,835.1%
-45.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.7% | -1.4% | -0.9% |
| 7D | +11.3% | -2.0% | +13.3% | +11.9% |
| 30D | -8.9% | +15.3% | -24.2% | -13.7% |
| 3M | -10.5% | +1.5% | -12.0% | -12.6% |
| 6M | -22.2% | -2.0% | -20.2% | -23.8% |
| YTD | +42.7% | -6.5% | +49.3% | +39.6% |
| 1Y | +41.1% | -11.1% | +52.2% | +39.5% |
| 3Y | +242.7% | -30.3% | +273.0% | +254.1% |
| 5Y | +418.5% | -33.5% | +452.0% | +408.7% |
| All | +1,831.6% | -3.5% | +1,835.1% | +1,388.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling