+546.8%
ON vs PWR
+1,857.9%
-1,311.1%
-70.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.3% | +0.4% | +0.4% |
| 7D | +17.0% | +19.1% | -2.1% | +3.4% |
| 30D | -3.9% | -12.0% | +8.1% | +3.8% |
| 3M | -11.5% | -10.6% | -0.9% | -5.9% |
| 6M | -29.2% | -20.8% | -8.4% | -17.2% |
| YTD | +36.2% | +43.7% | -7.6% | +2.2% |
| 1Y | +49.6% | +35.0% | +14.7% | +16.9% |
| 3Y | +9.4% | +249.4% | -240.0% | -60.4% |
| 5Y | +25.8% | +422.1% | -396.3% | -67.7% |
| All | +546.8% | +1,857.9% | -1,311.1% | -44.3% |
Cumulative growth
Daily Returns
Daily percentage return beside PWR.
Daily Out/Under-Performance
Portfolio return minus PWR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PWR 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 PWR 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