+202.9%
PWR vs NI
+69.0%
+133.9%
-33.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.6% | -0.7% | -1.0% |
| 7D | -0.2% | -0.6% | +0.4% | +0.1% |
| 30D | -7.7% | -1.4% | -6.3% | -7.0% |
| 3M | -4.9% | -10.6% | +5.6% | +0.1% |
| 6M | +9.7% | -9.9% | +19.6% | +15.1% |
| YTD | +46.7% | +1.2% | +45.5% | +45.5% |
| 1Y | +58.7% | +4.4% | +54.3% | +55.1% |
| All | +202.9% | +69.0% | +133.9% | +146.5% |
Cumulative growth
Daily Returns
Daily percentage return beside NI.
Daily Out/Under-Performance
Portfolio return minus NI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NI 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 NI 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