+8,390.6%
PWR vs O
+2,377.8%
+6,012.8%
-97.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | O | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.8% | +1.5% | +1.1% |
| 7D | +3.6% | -0.7% | +4.3% | +4.0% |
| 30D | -8.6% | -1.9% | -6.7% | -7.8% |
| 3M | -13.2% | +3.8% | -17.0% | -15.4% |
| 6M | +9.9% | -4.7% | +14.6% | +11.8% |
| YTD | +48.0% | +12.5% | +35.6% | +38.8% |
| 1Y | +66.2% | +10.8% | +55.3% | +56.5% |
| 3Y | +195.1% | +28.8% | +166.3% | +152.1% |
| 5Y | +442.6% | +13.2% | +429.4% | +392.2% |
| 10Y | +2,334.2% | +53.5% | +2,280.8% | +1,643.9% |
| All | +8,390.6% | +2,377.8% | +6,012.8% | +1,508.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling