+561.8%
ON vs PWR
+2,399.9%
-1,838.1%
-70.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | +2.3% | -6.8% | -6.1% |
| 7D | -2.2% | +4.5% | -6.7% | -5.3% |
| 30D | -12.4% | -4.9% | -7.5% | -9.5% |
| 3M | -41.2% | -7.9% | -33.3% | -37.5% |
| 6M | +25.0% | +18.3% | +6.6% | +10.9% |
| YTD | +31.3% | +51.5% | -20.2% | -3.4% |
| 1Y | +45.4% | +70.3% | -24.9% | -2.2% |
| 3Y | -27.4% | +210.6% | -238.0% | -70.8% |
| 5Y | +58.5% | +456.7% | -398.2% | -60.2% |
| 10Y | +561.8% | +2,396.1% | -1,834.3% | -48.9% |
| All | +561.8% | +2,399.9% | -1,838.1% | -48.9% |
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