+516.0%
ON vs PWR
+1,915.1%
-1,399.1%
-70.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.2% | +9.4% | -0.2% | +2.6% |
| 7D | -1.4% | -4.8% | +3.4% | +1.2% |
| 30D | -10.9% | -16.2% | +5.4% | -0.4% |
| 3M | -14.9% | -11.9% | -2.9% | -8.5% |
| 6M | -33.0% | -20.6% | -12.5% | -21.9% |
| YTD | +27.6% | +40.3% | -12.6% | -2.5% |
| 1Y | +44.5% | +33.0% | +11.5% | +14.0% |
| 3Y | +7.4% | +250.0% | -242.6% | -61.2% |
| 5Y | +18.7% | +404.2% | -385.4% | -68.7% |
| 10Y | +516.0% | +1,865.8% | -1,349.9% | -46.4% |
| All | +516.0% | +1,915.1% | -1,399.1% | -46.4% |
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