+6.6%
ON vs PWR
+247.1%
-240.5%
-62.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -0.7% | -2.9% | -3.2% |
| 7D | +12.2% | +11.3% | +0.9% | +5.3% |
| 30D | -3.1% | -8.9% | +5.7% | +1.4% |
| 3M | -12.9% | -10.5% | -2.4% | -7.9% |
| 6M | -38.6% | -22.2% | -16.4% | -28.9% |
| YTD | +31.2% | +42.7% | -11.5% | +6.7% |
| 1Y | +47.6% | +41.1% | +6.5% | +20.3% |
| 3Y | +6.6% | +242.7% | -236.1% | -51.7% |
| All | +6.6% | +247.1% | -240.5% | -51.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling