+210.6%
PWR vs O
+30.3%
+180.3%
-33.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | O | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | -0.4% | +2.7% | +2.4% |
| 7D | +4.5% | -0.6% | +5.1% | +4.6% |
| 30D | -4.9% | -2.0% | -2.9% | -4.8% |
| 3M | -7.9% | +3.0% | -10.9% | -8.8% |
| 6M | +18.3% | -3.6% | +22.0% | +18.5% |
| YTD | +51.5% | +12.1% | +39.4% | +49.5% |
| 1Y | +70.3% | +8.9% | +61.4% | +68.5% |
| 3Y | +210.6% | +30.3% | +180.3% | +189.1% |
| All | +210.6% | +30.3% | +180.3% | +189.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling