+68.0%
PWR vs OPEN
-50.2%
+118.3%
-28.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -2.3% | +0.4% | -1.8% |
| 7D | +2.7% | -2.9% | +5.6% | +2.8% |
| 30D | -5.1% | -13.8% | +8.7% | -4.6% |
| 3M | -9.4% | -30.9% | +21.5% | -8.1% |
| 6M | +10.4% | -40.9% | +51.4% | +12.3% |
| YTD | +48.6% | -48.5% | +97.2% | +51.6% |
| 1Y | +68.0% | -50.9% | +118.9% | +72.3% |
| All | +68.0% | -50.2% | +118.3% | +72.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling