+8,390.6%
PWR vs MTB
+934.5%
+7,456.1%
-97.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MTB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.1% | +0.8% | +0.7% |
| 7D | +3.6% | +1.7% | +1.9% | +2.7% |
| 30D | -8.6% | -4.2% | -4.4% | -6.7% |
| 3M | -13.2% | +8.9% | -22.0% | -17.1% |
| 6M | +9.9% | +10.9% | -1.0% | +3.8% |
| YTD | +48.0% | +21.5% | +26.5% | +33.2% |
| 1Y | +66.2% | +21.9% | +44.3% | +48.7% |
| 3Y | +195.1% | +109.2% | +85.9% | +95.7% |
| 5Y | +442.6% | +102.0% | +340.6% | +245.9% |
| 10Y | +2,334.2% | +171.9% | +2,162.3% | +1,128.2% |
| All | +8,390.6% | +934.5% | +7,456.1% | +2,033.9% |
Cumulative growth
Daily Returns
Daily percentage return beside MTB.
Daily Out/Under-Performance
Portfolio return minus MTB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MTB 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 MTB 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