+203.5%
NOK vs PWR
+8,331.2%
-8,127.7%
-96.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.3% | -1.6% | -1.8% |
| 7D | +11.0% | +19.1% | -8.1% | +5.8% |
| 30D | -16.0% | -12.0% | -4.0% | -13.0% |
| 3M | -19.8% | -10.6% | -9.2% | -17.0% |
| 6M | -37.1% | -20.8% | -16.3% | -32.6% |
| YTD | +28.0% | +43.7% | -15.8% | +17.3% |
| 1Y | +17.9% | +35.0% | -17.0% | +9.7% |
| 3Y | +152.7% | +249.4% | -96.7% | +77.9% |
| 5Y | +62.3% | +422.1% | -359.8% | +1.5% |
| 10Y | +128.1% | +1,868.4% | -1,740.4% | -2.8% |
| All | +203.5% | +8,331.2% | -8,127.7% | -27.9% |
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