+1,865.8%
PWR vs MOS
+6.2%
+1,859.7%
-45.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.4% | +1.8% | +7.5% | +8.8% |
| 7D | -4.8% | +19.7% | -24.4% | -10.6% |
| 30D | -16.2% | +21.5% | -37.7% | -21.8% |
| 3M | -11.9% | -0.4% | -11.5% | -13.5% |
| 6M | -20.6% | +4.5% | -25.1% | -23.6% |
| YTD | +40.3% | -2.9% | +43.1% | +35.8% |
| 1Y | +33.0% | -7.7% | +40.7% | +30.2% |
| 3Y | +250.0% | -25.6% | +275.6% | +255.0% |
| 5Y | +404.2% | -31.2% | +435.3% | +390.2% |
| 10Y | +1,865.8% | +2.8% | +1,863.0% | +1,372.7% |
| All | +1,865.8% | +6.2% | +1,859.7% | +1,372.7% |
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