+163.8%
ON vs PWR
+1,008.8%
-845.0%
-96.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +6.3% | -5.8% | -2.1% |
| 7D | -11.7% | -12.9% | +1.2% | -6.8% |
| 30D | -23.3% | -22.8% | -0.4% | -15.2% |
| 3M | -19.2% | -19.0% | -0.2% | -12.4% |
| 6M | -40.1% | -31.1% | -9.0% | -30.2% |
| YTD | +16.9% | +28.2% | -11.3% | +5.5% |
| 1Y | +29.7% | +22.2% | +7.5% | +19.1% |
| 3Y | -4.4% | +222.1% | -226.5% | -40.9% |
| 5Y | +7.1% | +364.1% | -357.0% | -42.2% |
| 10Y | +447.2% | +1,864.5% | -1,417.3% | +76.2% |
| All | +163.8% | +1,008.8% | -845.0% | -32.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling