+354.9%
PWR vs COO
-41.6%
+396.5%
-35.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | COO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | -1.8% | +8.1% | +6.7% |
| 7D | -12.9% | +4.7% | -17.6% | -14.0% |
| 30D | -22.8% | +13.9% | -36.7% | -25.6% |
| 3M | -19.0% | -14.9% | -4.0% | -16.2% |
| 6M | -31.1% | +2.0% | -33.1% | -32.9% |
| YTD | +28.3% | -23.9% | +52.2% | +36.5% |
| 1Y | +22.2% | -9.6% | +31.8% | +23.0% |
| 3Y | +222.2% | -25.4% | +247.6% | +230.1% |
| All | +354.9% | -41.6% | +396.5% | +397.0% |
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