+8,390.6%
PWR vs COO
+1,044.5%
+7,346.1%
-97.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | COO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -1.5% | +2.2% | +1.2% |
| 7D | +3.6% | -2.2% | +5.8% | +4.3% |
| 30D | -8.6% | -7.0% | -1.6% | -6.5% |
| 3M | -13.2% | +12.2% | -25.4% | -17.1% |
| 6M | +9.9% | -15.1% | +25.0% | +14.8% |
| YTD | +48.0% | -15.1% | +63.1% | +54.4% |
| 1Y | +66.2% | +2.3% | +63.8% | +62.3% |
| 3Y | +195.1% | -23.7% | +218.8% | +208.5% |
| 5Y | +442.6% | -38.9% | +481.5% | +503.1% |
| 10Y | +2,334.2% | +49.9% | +2,284.3% | +1,875.7% |
| All | +8,390.6% | +1,044.5% | +7,346.1% | +3,311.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling