+456.7%
PWR vs COO
-39.5%
+496.2%
-33.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | COO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | -2.7% | +5.1% | +3.1% |
| 7D | +4.5% | -2.3% | +6.8% | +5.1% |
| 30D | -4.9% | -8.8% | +3.9% | -2.6% |
| 3M | -7.9% | +1.3% | -9.2% | -8.9% |
| 6M | +18.3% | -11.6% | +29.9% | +21.8% |
| YTD | +51.5% | -17.4% | +68.9% | +59.1% |
| 1Y | +70.3% | -1.6% | +71.9% | +68.5% |
| 3Y | +210.6% | -22.6% | +233.2% | +219.8% |
| 5Y | +456.7% | -40.3% | +497.0% | +534.3% |
| All | +456.7% | -39.5% | +496.2% | +534.3% |
Cumulative growth
Daily Returns
Daily percentage return beside COO.
Daily Out/Under-Performance
Portfolio return minus COO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × COO 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 5y: compounded portfolio wealth divided by compounded COO 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…
5y analysis · Full analysis span regression · 6 months rolling