+8,390.6%
PWR vs MOS
+13.5%
+8,377.1%
-97.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +1.4% | -0.7% | +0.2% |
| 7D | +3.6% | +9.5% | -5.9% | +0.4% |
| 30D | -8.6% | +10.4% | -19.0% | -12.0% |
| 3M | -13.2% | +12.9% | -26.0% | -17.6% |
| 6M | +9.9% | +1.2% | +8.7% | +7.0% |
| YTD | +48.0% | +9.3% | +38.7% | +39.4% |
| 1Y | +66.2% | -18.0% | +84.1% | +71.2% |
| 3Y | +195.1% | -29.0% | +224.1% | +208.6% |
| 5Y | +442.6% | -9.6% | +452.1% | +386.0% |
| 10Y | +2,334.2% | +6.1% | +2,328.2% | +1,699.5% |
| All | +8,390.6% | +13.5% | +8,377.1% | +5,252.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling