+43.4%
ON vs PWR
+28.2%
+15.2%
-53.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -1.4% | +2.1% | +1.6% |
| 7D | -4.1% | -11.2% | +7.1% | +2.4% |
| 30D | -10.2% | -17.4% | +7.2% | +0.1% |
| 3M | -12.7% | -11.7% | -1.0% | -6.9% |
| 6M | -32.5% | -21.7% | -10.8% | -21.5% |
| YTD | +28.6% | +38.3% | -9.7% | +21.7% |
| 1Y | +43.4% | +29.6% | +13.8% | +39.1% |
| All | +43.4% | +28.2% | +15.2% | +39.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling