+1,547.9%
PWR vs OPEN
-70.7%
+1,618.6%
-33.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.6% | +0.1% | +0.7% |
| 7D | +3.6% | -4.3% | +7.9% | +3.9% |
| 30D | -8.6% | -16.2% | +7.6% | -7.4% |
| 3M | -13.2% | -36.4% | +23.2% | -10.5% |
| 6M | +9.9% | -35.5% | +45.3% | +12.6% |
| YTD | +48.0% | -46.0% | +94.0% | +53.1% |
| 1Y | +66.2% | -47.1% | +113.3% | +66.8% |
| 3Y | +195.1% | -19.0% | +214.1% | +158.3% |
| 5Y | +442.6% | -83.6% | +526.1% | +387.2% |
| All | +1,547.9% | -70.7% | +1,618.6% | +1,338.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling