+1,504.7%
PWR vs OPEN
-87.3%
+1,592.0%
-35.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | +4.2% | +0.1% | +3.9% |
| 7D | +4.7% | -31.1% | +35.8% | +7.3% |
| 30D | -12.5% | -34.7% | +22.2% | -10.3% |
| 3M | -9.3% | -61.9% | +52.5% | -3.4% |
| 6M | -22.2% | -71.9% | +49.7% | -15.5% |
| YTD | +44.2% | -76.6% | +120.7% | +57.4% |
| 1Y | +35.5% | -83.9% | +119.4% | +51.9% |
| 3Y | +250.4% | -34.4% | +284.8% | +207.1% |
| 5Y | +425.6% | -93.9% | +519.6% | +402.5% |
| All | +1,504.7% | -87.3% | +1,592.0% | +1,379.9% |
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