+1,461.3%
PWR vs OPEN
-86.9%
+1,548.2%
-35.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.4% | +0.7% | +8.6% | +9.3% |
| 7D | -4.8% | -21.7% | +16.9% | -3.5% |
| 30D | -16.2% | -36.5% | +20.3% | -13.9% |
| 3M | -11.9% | -59.5% | +47.6% | -6.6% |
| 6M | -20.6% | -71.9% | +51.3% | -13.8% |
| YTD | +40.3% | -75.8% | +116.1% | +52.8% |
| 1Y | +33.0% | -78.5% | +111.5% | +45.6% |
| 3Y | +250.0% | -30.2% | +280.2% | +205.2% |
| 5Y | +404.2% | -93.3% | +497.4% | +379.6% |
| All | +1,461.3% | -86.9% | +1,548.2% | +1,336.6% |
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