+7,830.8%
PWR vs MSI
+930.8%
+6,900.0%
-97.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MSI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.1% | -1.3% | -1.4% |
| 7D | -11.2% | +7.4% | -18.7% | -14.0% |
| 30D | -17.4% | +18.7% | -36.1% | -23.2% |
| 3M | -11.7% | +14.5% | -26.2% | -17.0% |
| 6M | -21.7% | +38.1% | -59.8% | -32.3% |
| YTD | +38.3% | +38.7% | -0.4% | +18.6% |
| 1Y | +29.6% | +35.4% | -5.8% | +12.2% |
| 3Y | +236.1% | +75.1% | +161.0% | +160.5% |
| 5Y | +406.3% | +126.4% | +280.0% | +252.6% |
| 10Y | +1,796.7% | +671.4% | +1,125.3% | +699.8% |
| All | +7,830.8% | +930.8% | +6,900.0% | +2,232.8% |
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