+7,944.2%
PWR vs MSI
+932.0%
+7,012.2%
-97.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MSI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.4% | +2.6% | +6.7% | +8.3% |
| 7D | -4.8% | +8.3% | -13.1% | -8.0% |
| 30D | -16.2% | +18.9% | -35.1% | -22.1% |
| 3M | -11.9% | +13.2% | -25.2% | -16.8% |
| 6M | -20.6% | +38.3% | -58.8% | -31.4% |
| YTD | +40.3% | +38.9% | +1.4% | +20.3% |
| 1Y | +33.0% | +36.7% | -3.7% | +14.7% |
| 3Y | +250.0% | +76.6% | +173.4% | +170.3% |
| 5Y | +404.2% | +124.5% | +279.7% | +252.3% |
| 10Y | +1,865.8% | +674.5% | +1,191.3% | +727.6% |
| All | +7,944.2% | +932.0% | +7,012.2% | +2,265.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling