+411.1%
PWR vs MSCI
+6.7%
+404.4%
-35.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MSCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +1.3% | -2.0% | -1.1% |
| 7D | +11.3% | +3.0% | +8.3% | +10.4% |
| 30D | -8.9% | +17.8% | -26.7% | -13.5% |
| 3M | -10.5% | +15.2% | -25.7% | -14.6% |
| 6M | -22.2% | +16.5% | -38.6% | -27.1% |
| YTD | +42.7% | +16.4% | +26.4% | +32.3% |
| 1Y | +41.1% | +16.8% | +24.3% | +30.5% |
| 3Y | +242.7% | +35.8% | +207.0% | +185.8% |
| All | +411.1% | +6.7% | +404.4% | +385.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling