-25.8%
NOW vs PWR
+400.1%
-425.9%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -1.4% | -1.7% | -2.8% |
| 7D | -8.7% | -11.2% | +2.5% | -6.9% |
| 30D | -29.3% | -17.4% | -11.9% | -27.0% |
| 3M | -21.8% | -11.7% | -10.1% | -21.0% |
| 6M | +9.2% | -21.7% | +30.9% | +12.3% |
| YTD | -35.0% | +38.3% | -73.2% | -48.7% |
| 1Y | -42.5% | +29.6% | -72.1% | -53.5% |
| 3Y | -21.5% | +236.1% | -257.7% | -64.7% |
| 5Y | -25.8% | +406.3% | -432.1% | -76.4% |
| All | -25.8% | +400.1% | -425.9% | -76.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling