+32.4%
PWR vs NTR
+36.7%
-4.3%
-30.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -11.7% | +4.0% | -15.6% | -11.6% |
| 7D | -4.4% | +4.3% | -8.7% | -4.3% |
| 30D | -15.1% | +2.6% | -17.6% | -14.9% |
| 3M | -16.2% | +8.5% | -24.8% | -16.5% |
| 6M | -23.3% | -3.3% | -20.0% | -23.2% |
| YTD | +37.6% | +19.6% | +18.0% | +38.8% |
| 1Y | +32.4% | +37.6% | -5.2% | +30.9% |
| All | +32.4% | +36.7% | -4.3% | +30.9% |
Cumulative growth
Daily Returns
Daily percentage return beside NTR.
Daily Out/Under-Performance
Portfolio return minus NTR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NTR 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 1y: compounded portfolio wealth divided by compounded NTR 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…
1y analysis · Full analysis span regression · 6 months rolling