+535.7%
ON vs PWR
+1,818.7%
-1,283.0%
-70.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -1.4% | +2.1% | +1.7% |
| 7D | -4.1% | -11.2% | +7.1% | +3.5% |
| 30D | -10.2% | -17.4% | +7.2% | +1.3% |
| 3M | -12.7% | -11.7% | -1.0% | -6.4% |
| 6M | -32.5% | -21.7% | -10.8% | -20.5% |
| YTD | +28.6% | +38.3% | -9.7% | -0.9% |
| 1Y | +43.4% | +29.6% | +13.8% | +15.2% |
| 3Y | +3.3% | +236.1% | -232.8% | -61.6% |
| 5Y | +22.5% | +406.3% | -383.8% | -67.9% |
| 10Y | +535.7% | +1,796.7% | -1,261.0% | -45.0% |
| All | +535.7% | +1,818.7% | -1,283.0% | -45.0% |
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