+209.4%
NOK vs PWR
+8,356.0%
-8,146.6%
-96.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | +4.3% | -1.9% | +1.1% |
| 7D | +2.2% | +4.7% | -2.6% | +1.0% |
| 30D | -14.7% | -12.5% | -2.2% | -11.5% |
| 3M | -10.6% | -9.3% | -1.3% | -7.9% |
| 6M | -39.4% | -22.2% | -17.2% | -34.7% |
| YTD | +30.4% | +44.2% | -13.7% | +19.5% |
| 1Y | +22.3% | +35.5% | -13.2% | +13.6% |
| 3Y | +157.6% | +250.4% | -92.8% | +81.2% |
| 5Y | +64.6% | +425.6% | -361.1% | +2.7% |
| 10Y | +132.5% | +1,874.2% | -1,741.8% | -1.0% |
| All | +209.4% | +8,356.0% | -8,146.6% | -26.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling