+1,922.1%
PWR vs MSCI
+3,095.4%
-1,173.3%
-69.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MSCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | -2.3% | +8.5% | +7.2% |
| 7D | -12.9% | +2.8% | -15.7% | -14.2% |
| 30D | -22.8% | +15.4% | -38.3% | -28.1% |
| 3M | -19.0% | +13.4% | -32.4% | -24.2% |
| 6M | -31.1% | +10.9% | -42.0% | -36.0% |
| YTD | +28.2% | +13.0% | +15.3% | +16.5% |
| 1Y | +22.2% | +12.0% | +10.2% | +11.4% |
| 3Y | +222.1% | +34.1% | +188.0% | +160.3% |
| 5Y | +364.1% | +3.9% | +360.2% | +311.7% |
| 10Y | +1,864.5% | +802.0% | +1,062.5% | +435.0% |
| All | +1,922.1% | +3,095.4% | -1,173.3% | +146.4% |
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