+129.8%
NOK vs PWR
+2,367.8%
-2,238.0%
-62.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -1.9% | +2.9% | +1.7% |
| 7D | +9.3% | +2.7% | +6.7% | +8.4% |
| 30D | +17.9% | -5.1% | +23.0% | +19.9% |
| 3M | -22.3% | -9.4% | -12.9% | -19.6% |
| 6M | +36.4% | +10.4% | +26.0% | +33.1% |
| YTD | +66.3% | +48.6% | +17.7% | +48.4% |
| 1Y | +134.4% | +68.0% | +66.4% | +100.7% |
| 3Y | +186.6% | +204.7% | -18.1% | +93.9% |
| 5Y | +102.7% | +451.9% | -349.2% | +10.0% |
| 10Y | +129.8% | +2,425.3% | -2,295.5% | -35.5% |
| All | +129.8% | +2,367.8% | -2,238.0% | -35.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling