+499.2%
NOW vs PWR
+1,832.8%
-1,333.6%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +6.3% | -6.6% | -2.0% |
| 7D | -3.0% | -12.9% | +9.9% | +0.1% |
| 30D | -26.0% | -22.8% | -3.2% | -21.8% |
| 3M | -13.1% | -19.0% | +5.9% | -10.0% |
| 6M | +14.5% | -31.1% | +45.6% | +22.1% |
| YTD | -33.4% | +28.2% | -61.7% | -45.1% |
| 1Y | -40.6% | +22.2% | -62.8% | -50.3% |
| 3Y | -16.3% | +222.1% | -238.4% | -55.1% |
| 5Y | -26.3% | +364.1% | -390.4% | -66.5% |
| All | +499.2% | +1,832.8% | -1,333.6% | +53.8% |
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