+124.0%
PWR vs MSTU
-90.6%
+214.6%
-35.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MSTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | +1.9% | +2.4% | +4.1% |
| 7D | +4.7% | -27.7% | +32.5% | +7.3% |
| 30D | -12.5% | -40.3% | +27.8% | -9.6% |
| 3M | -9.3% | +26.4% | -35.7% | -13.1% |
| 6M | -22.2% | -75.7% | +53.5% | -17.0% |
| YTD | +44.2% | -71.9% | +116.0% | +46.6% |
| 1Y | +35.5% | -89.3% | +124.8% | +47.1% |
| All | +124.0% | -90.6% | +214.6% | +124.5% |
Cumulative growth
Daily Returns
Daily percentage return beside MSTU.
Daily Out/Under-Performance
Portfolio return minus MSTU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MSTU 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 MSTU 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