+1,865.8%
PWR vs MSCI
+799.4%
+1,066.5%
-45.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MSCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.4% | +0.8% | +8.5% | +9.1% |
| 7D | -4.8% | +1.5% | -6.2% | -5.4% |
| 30D | -16.2% | +14.4% | -30.6% | -20.2% |
| 3M | -11.9% | +15.2% | -27.1% | -16.6% |
| 6M | -20.6% | +11.2% | -31.8% | -24.9% |
| YTD | +40.3% | +13.9% | +26.3% | +30.1% |
| 1Y | +33.0% | +12.5% | +20.5% | +23.9% |
| 3Y | +250.0% | +32.3% | +217.7% | +197.3% |
| 5Y | +404.2% | +4.9% | +399.3% | +355.6% |
| 10Y | +1,865.8% | +779.7% | +1,086.1% | +767.2% |
| All | +1,865.8% | +799.4% | +1,066.5% | +767.2% |
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