+48.8%
NU vs PWR
+445.8%
-397.0%
-72.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +0.7% | -2.7% | -2.3% |
| 7D | +7.5% | +3.6% | +3.9% | +5.6% |
| 30D | +6.1% | -8.6% | +14.7% | +10.6% |
| 3M | +26.8% | -13.2% | +40.0% | +33.8% |
| 6M | +2.5% | +9.9% | -7.4% | -7.5% |
| YTD | -8.2% | +48.0% | -56.2% | -31.1% |
| 1Y | +3.4% | +66.2% | -62.8% | -28.7% |
| 3Y | +116.2% | +195.1% | -78.9% | -7.2% |
| All | +48.8% | +445.8% | -397.0% | -68.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling