+8,087.4%
PWR vs OMC
+685.2%
+7,402.2%
-97.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +1.3% | -2.0% | -1.4% |
| 7D | +11.3% | +1.9% | +9.4% | +10.3% |
| 30D | -8.9% | +12.2% | -21.1% | -15.1% |
| 3M | -10.5% | +0.6% | -11.1% | -12.2% |
| 6M | -22.2% | +21.0% | -43.2% | -32.5% |
| YTD | +42.7% | +12.4% | +30.4% | +26.2% |
| 1Y | +41.1% | +25.4% | +15.7% | +16.3% |
| 3Y | +242.7% | +29.2% | +213.6% | +165.2% |
| 5Y | +418.5% | +52.6% | +365.9% | +250.4% |
| 10Y | +1,855.0% | +53.6% | +1,801.3% | +1,127.9% |
| All | +8,087.4% | +685.2% | +7,402.2% | +1,739.9% |
Cumulative growth
Daily Returns
Daily percentage return beside OMC.
Daily Out/Under-Performance
Portfolio return minus OMC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OMC 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 OMC 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