+8,390.6%
PWR vs OMC
+629.9%
+7,760.7%
-97.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -2.5% | +3.2% | +2.1% |
| 7D | +3.6% | -6.4% | +10.0% | +7.2% |
| 30D | -8.6% | +1.1% | -9.7% | -9.6% |
| 3M | -13.2% | +10.4% | -23.6% | -19.4% |
| 6M | +9.9% | -1.7% | +11.6% | +7.8% |
| YTD | +48.0% | +4.4% | +43.6% | +37.8% |
| 1Y | +66.2% | +8.4% | +57.7% | +49.1% |
| 3Y | +195.1% | +14.4% | +180.7% | +147.8% |
| 5Y | +442.6% | +33.9% | +408.7% | +298.7% |
| 10Y | +2,334.2% | +34.9% | +2,299.4% | +1,566.2% |
| All | +8,390.6% | +629.9% | +7,760.7% | +1,909.3% |
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