+406.3%
PWR vs O
+12.4%
+393.9%
-35.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | O | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +0.1% | -1.5% | -1.4% |
| 7D | -11.2% | +3.5% | -14.8% | -12.3% |
| 30D | -17.4% | +10.4% | -27.8% | -20.1% |
| 3M | -11.7% | -2.4% | -9.3% | -11.1% |
| 6M | -21.7% | -1.2% | -20.5% | -22.1% |
| YTD | +38.3% | +10.4% | +27.9% | +32.1% |
| 1Y | +29.6% | +11.4% | +18.1% | +23.2% |
| 3Y | +236.1% | +40.4% | +195.7% | +170.1% |
| 5Y | +406.3% | +12.1% | +394.2% | +368.1% |
| All | +406.3% | +12.4% | +393.9% | +368.1% |
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