+41.1%
PWR vs MSCI
+15.9%
+25.2%
-35.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MSCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +1.0% | -1.7% | -0.3% |
| 7D | +11.3% | +2.7% | +8.6% | +12.3% |
| 30D | -8.9% | +17.4% | -26.3% | -3.6% |
| 3M | -10.5% | +14.8% | -25.3% | -5.9% |
| 6M | -22.2% | +16.1% | -38.3% | -17.3% |
| YTD | +42.7% | +16.0% | +26.7% | +52.6% |
| 1Y | +41.1% | +16.4% | +24.7% | +54.0% |
| All | +41.1% | +15.9% | +25.2% | +54.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling