+451.9%
PWR vs O
+12.6%
+439.4%
-33.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | O | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -1.5% | -0.4% | -1.4% |
| 7D | +2.7% | -2.3% | +4.9% | +3.4% |
| 30D | -5.1% | -2.4% | -2.7% | -4.4% |
| 3M | -9.4% | -0.6% | -8.8% | -9.9% |
| 6M | +10.4% | -5.0% | +15.4% | +11.8% |
| YTD | +48.6% | +10.4% | +38.3% | +42.2% |
| 1Y | +68.0% | +6.6% | +61.5% | +62.7% |
| 3Y | +204.7% | +28.4% | +176.3% | +161.1% |
| 5Y | +451.9% | +15.3% | +436.6% | +410.1% |
| All | +451.9% | +12.6% | +439.4% | +410.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling