+2,396.1%
PWR vs MSCI
+594.9%
+1,801.2%
-45.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MSCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | -3.8% | +6.1% | +3.6% |
| 7D | +4.5% | -2.1% | +6.6% | +5.2% |
| 30D | -4.9% | -1.7% | -3.1% | -4.5% |
| 3M | -7.9% | -8.2% | +0.3% | -6.2% |
| 6M | +18.3% | -2.4% | +20.8% | +16.9% |
| YTD | +51.5% | -2.8% | +54.3% | +48.9% |
| 1Y | +70.3% | -2.7% | +73.0% | +66.2% |
| 3Y | +210.6% | +7.3% | +203.3% | +185.4% |
| 5Y | +456.7% | -11.4% | +468.1% | +433.7% |
| 10Y | +2,396.1% | +605.8% | +1,790.3% | +1,044.1% |
| All | +2,396.1% | +594.9% | +1,801.2% | +1,044.1% |
Cumulative growth
Daily Returns
Daily percentage return beside MSCI.
Daily Out/Under-Performance
Portfolio return minus MSCI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MSCI 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 MSCI 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