+2,234.3%
PWR vs MSCI
+2,756.4%
-522.1%
-69.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MSCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.3% | +1.0% | +0.8% |
| 7D | +3.6% | +0.4% | +3.2% | +3.4% |
| 30D | -8.6% | +0.6% | -9.1% | -9.0% |
| 3M | -13.2% | -7.1% | -6.1% | -11.6% |
| 6M | +9.9% | +0.8% | +9.1% | +6.8% |
| YTD | +48.0% | +1.0% | +47.0% | +42.5% |
| 1Y | +66.2% | +4.3% | +61.9% | +56.2% |
| 3Y | +195.1% | +9.9% | +185.2% | +163.5% |
| 5Y | +442.6% | -6.8% | +449.3% | +407.3% |
| 10Y | +2,334.2% | +614.7% | +1,719.6% | +646.8% |
| All | +2,234.3% | +2,756.4% | -522.1% | +201.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling