+425.6%
PWR vs MOS
-29.3%
+455.0%
-35.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | -0.8% | +5.1% | +4.4% |
| 7D | +4.7% | +5.5% | -0.7% | +3.6% |
| 30D | -12.5% | +21.0% | -33.5% | -16.3% |
| 3M | -9.3% | -0.5% | -8.9% | -9.9% |
| 6M | -22.2% | +6.6% | -28.8% | -24.3% |
| YTD | +44.2% | -2.8% | +46.9% | +41.4% |
| 1Y | +35.5% | -8.1% | +43.6% | +34.3% |
| 3Y | +250.4% | -25.6% | +276.0% | +256.2% |
| 5Y | +425.6% | -29.8% | +455.4% | +383.1% |
| All | +425.6% | -29.3% | +455.0% | +383.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling