+3,161.9%
PWR vs MXL
+270.5%
+2,891.4%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MXL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | +6.0% | -3.6% | +1.2% |
| 7D | +4.5% | +15.5% | -10.9% | +1.7% |
| 30D | -4.9% | -11.3% | +6.4% | -3.3% |
| 3M | -7.9% | -16.1% | +8.2% | -7.5% |
| 6M | +18.3% | +323.0% | -304.7% | -20.1% |
| YTD | +51.5% | +281.5% | -230.0% | +4.1% |
| 1Y | +70.3% | +319.3% | -249.0% | +13.8% |
| 3Y | +210.6% | +189.4% | +21.2% | +102.4% |
| 5Y | +456.7% | +26.0% | +430.7% | +310.1% |
| 10Y | +2,396.1% | +243.5% | +2,152.6% | +1,236.6% |
| All | +3,161.9% | +270.5% | +2,891.4% | +1,301.9% |
Cumulative growth
Daily Returns
Daily percentage return beside MXL.
Daily Out/Under-Performance
Portfolio return minus MXL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MXL 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 MXL 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