+2,396.1%
PWR vs MSI
+590.9%
+1,805.2%
-45.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MSI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | -1.1% | +3.4% | +2.9% |
| 7D | +4.5% | -5.8% | +10.3% | +7.6% |
| 30D | -4.9% | -1.0% | -3.9% | -4.7% |
| 3M | -7.9% | +14.2% | -22.0% | -15.0% |
| 6M | +18.3% | +1.0% | +17.3% | +15.7% |
| YTD | +51.5% | +21.5% | +30.0% | +33.6% |
| 1Y | +70.3% | -2.1% | +72.4% | +68.3% |
| 3Y | +210.6% | +69.3% | +141.3% | +123.5% |
| 5Y | +456.7% | +99.3% | +357.4% | +261.3% |
| 10Y | +2,396.1% | +595.0% | +1,801.0% | +909.0% |
| All | +2,396.1% | +590.9% | +1,805.2% | +909.0% |
Cumulative growth
Daily Returns
Daily percentage return beside MSI.
Daily Out/Under-Performance
Portfolio return minus MSI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MSI 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 10y: compounded portfolio wealth divided by compounded MSI 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…
10y analysis · Full analysis span regression · 6 months rolling