+16.9%
NU vs PWR
+409.8%
-392.9%
-72.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -1.4% | -0.9% | -1.6% |
| 7D | +4.0% | -11.2% | +15.3% | +8.6% |
| 30D | -25.1% | -17.4% | -7.7% | -19.5% |
| 3M | -12.8% | -11.7% | -1.1% | -9.9% |
| 6M | -12.5% | -21.7% | +9.2% | -5.6% |
| YTD | -27.8% | +38.3% | -66.1% | -45.4% |
| 1Y | -24.6% | +29.6% | -54.2% | -40.9% |
| 3Y | +41.8% | +236.1% | -194.4% | -47.8% |
| All | +16.9% | +409.8% | -392.9% | -74.8% |
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 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