+125.1%
NU vs PWR
+206.3%
-81.2%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +2.3% | -2.6% | -1.0% |
| 7D | +6.0% | +4.5% | +1.5% | +4.4% |
| 30D | +10.8% | -4.9% | +15.6% | +12.3% |
| 3M | +32.2% | -7.9% | +40.0% | +34.4% |
| 6M | +5.1% | +18.3% | -13.2% | -4.4% |
| YTD | -8.4% | +51.5% | -59.9% | -25.0% |
| 1Y | +0.7% | +70.3% | -69.6% | -22.0% |
| 3Y | +125.1% | +210.6% | -85.5% | +48.4% |
| All | +125.1% | +206.3% | -81.2% | +48.4% |
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 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