+41.8%
NU vs PWR
+241.6%
-199.8%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -1.4% | -0.9% | -1.8% |
| 7D | +4.0% | -11.2% | +15.3% | +7.2% |
| 30D | -25.1% | -17.4% | -7.7% | -21.1% |
| 3M | -12.8% | -11.7% | -1.1% | -10.6% |
| 6M | -12.5% | -21.7% | +9.2% | -7.2% |
| YTD | -27.8% | +38.3% | -66.1% | -40.8% |
| 1Y | -24.6% | +29.6% | -54.2% | -36.4% |
| 3Y | +41.8% | +236.1% | -194.4% | -30.8% |
| All | +41.8% | +241.6% | -199.8% | -30.8% |
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 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