-16.3%
NOW vs PWR
+221.0%
-237.3%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +6.3% | -6.6% | -0.4% |
| 7D | -3.0% | -12.9% | +9.9% | -2.9% |
| 30D | -26.0% | -22.8% | -3.2% | -25.7% |
| 3M | -13.1% | -19.0% | +5.9% | -12.9% |
| 6M | +14.5% | -31.1% | +45.6% | +17.4% |
| YTD | -33.4% | +28.2% | -61.7% | -42.8% |
| 1Y | -40.6% | +22.2% | -62.8% | -48.3% |
| 3Y | -16.3% | +222.1% | -238.4% | -52.5% |
| All | -16.3% | +221.0% | -237.3% | -52.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling