+8,589.7%
PWR vs NI
+1,211.6%
+7,378.0%
-97.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | +1.2% | +1.1% | +1.7% |
| 7D | +4.5% | +2.3% | +2.2% | +3.4% |
| 30D | -4.9% | -1.7% | -3.2% | -4.0% |
| 3M | -7.9% | -8.0% | +0.1% | -4.2% |
| 6M | +18.3% | -8.6% | +27.0% | +23.4% |
| YTD | +51.5% | +2.3% | +49.2% | +49.5% |
| 1Y | +70.3% | +6.9% | +63.4% | +64.4% |
| 3Y | +210.6% | +70.6% | +140.0% | +136.4% |
| 5Y | +456.7% | +96.4% | +360.3% | +290.2% |
| 10Y | +2,396.1% | +136.1% | +2,259.9% | +1,402.2% |
| All | +8,589.7% | +1,211.6% | +7,378.0% | +1,800.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling