+21.3%
NOK vs PWR
+31.4%
-10.1%
-53.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -11.7% | +9.1% | +5.1% |
| 7D | -10.4% | -4.4% | -6.1% | -8.5% |
| 30D | -19.0% | -15.1% | -4.0% | -10.1% |
| 3M | -16.7% | -16.2% | -0.5% | -6.8% |
| 6M | -37.1% | -23.3% | -13.8% | -26.2% |
| YTD | +27.7% | +37.6% | -9.9% | +22.7% |
| 1Y | +21.3% | +32.4% | -11.1% | +17.2% |
| All | +21.3% | +31.4% | -10.1% | +17.2% |
Cumulative growth
Daily Returns
Daily percentage return beside PWR.
Daily Out/Under-Performance
Portfolio return minus PWR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PWR 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 PWR 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