+504.6%
NOW vs PWR
+1,915.1%
-1,410.5%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +9.4% | -8.6% | -1.6% |
| 7D | -3.1% | -4.8% | +1.7% | -2.3% |
| 30D | -27.0% | -16.2% | -10.8% | -24.5% |
| 3M | -17.7% | -11.9% | -5.8% | -16.6% |
| 6M | +12.7% | -20.6% | +33.3% | +15.3% |
| YTD | -32.9% | +40.3% | -73.2% | -46.0% |
| 1Y | -40.4% | +33.0% | -73.4% | -51.2% |
| 3Y | -17.1% | +250.0% | -267.1% | -56.6% |
| 5Y | -25.7% | +404.2% | -429.8% | -67.0% |
| 10Y | +504.6% | +1,865.8% | -1,361.2% | +48.9% |
| All | +504.6% | +1,915.1% | -1,410.5% | +48.9% |
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 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