+8,390.6%
PWR vs MSI
+812.5%
+7,578.1%
-97.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MSI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.9% | +1.6% | +1.1% |
| 7D | +3.6% | -3.7% | +7.3% | +5.1% |
| 30D | -8.6% | +6.8% | -15.4% | -11.4% |
| 3M | -13.2% | +14.3% | -27.5% | -18.4% |
| 6M | +9.9% | -1.6% | +11.5% | +9.1% |
| YTD | +48.0% | +22.8% | +25.2% | +34.0% |
| 1Y | +66.2% | -1.1% | +67.3% | +63.6% |
| 3Y | +195.1% | +70.5% | +124.6% | +131.6% |
| 5Y | +442.6% | +102.8% | +339.8% | +296.4% |
| 10Y | +2,334.2% | +597.4% | +1,736.8% | +973.4% |
| All | +8,390.6% | +812.5% | +7,578.1% | +2,535.4% |
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