+200.3%
PWR vs MSFU
+31.7%
+168.5%
-33.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -4.2% | +4.9% | +1.5% |
| 7D | +3.6% | -5.7% | +9.3% | +4.7% |
| 30D | -8.6% | +4.2% | -12.8% | -9.7% |
| 3M | -13.2% | +27.9% | -41.1% | -18.4% |
| 6M | +9.9% | +37.1% | -27.2% | -0.6% |
| YTD | +48.0% | -7.4% | +55.4% | +48.3% |
| 1Y | +66.2% | -19.6% | +85.8% | +73.7% |
| All | +200.3% | +31.7% | +168.5% | +154.4% |
Cumulative growth
Daily Returns
Daily percentage return beside MSFU.
Daily Out/Under-Performance
Portfolio return minus MSFU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MSFU 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 3y: compounded portfolio wealth divided by compounded MSFU 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…
3y analysis · Full analysis span regression · 6 months rolling