+1,489.1%
PWR vs OPEN
-88.9%
+1,578.0%
-35.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -3.6% | +3.0% | -0.4% |
| 7D | +11.3% | -15.0% | +26.3% | +12.6% |
| 30D | -8.9% | -40.2% | +31.3% | -6.0% |
| 3M | -10.5% | -67.4% | +56.9% | -3.6% |
| 6M | -22.2% | -74.0% | +51.8% | -15.1% |
| YTD | +42.7% | -79.6% | +122.3% | +57.4% |
| 1Y | +41.1% | -86.1% | +127.2% | +59.8% |
| 3Y | +242.7% | -41.4% | +284.1% | +202.5% |
| 5Y | +418.5% | -94.9% | +513.4% | +400.8% |
| All | +1,489.1% | -88.9% | +1,578.0% | +1,379.5% |
Cumulative growth
Daily Returns
Daily percentage return beside OPEN.
Daily Out/Under-Performance
Portfolio return minus OPEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OPEN 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 10y: compounded portfolio wealth divided by compounded OPEN 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…
10y analysis · Full analysis span regression · 6 months rolling