+1,831.6%
PWR vs O
+80.9%
+1,750.7%
-45.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | O | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.7% | +0.1% | -0.4% |
| 7D | +11.3% | -0.4% | +11.7% | +11.5% |
| 30D | -8.9% | +7.1% | -16.0% | -11.6% |
| 3M | -10.5% | -5.2% | -5.3% | -9.0% |
| 6M | -22.2% | -1.8% | -20.4% | -22.5% |
| YTD | +42.7% | +9.1% | +33.7% | +36.3% |
| 1Y | +41.1% | +9.7% | +31.4% | +34.4% |
| 3Y | +242.7% | +39.1% | +203.6% | +187.3% |
| 5Y | +418.5% | +8.4% | +410.2% | +384.8% |
| All | +1,831.6% | +80.9% | +1,750.7% | +1,446.1% |
Cumulative growth
Daily Returns
Daily percentage return beside O.
Daily Out/Under-Performance
Portfolio return minus O return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × O 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 10y: compounded portfolio wealth divided by compounded O 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…
10y analysis · Full analysis span regression · 6 months rolling