+1,529.5%
PWR vs NTR
+103.7%
+1,425.8%
-45.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | 0.0% | -1.9% | -1.9% |
| 7D | +2.7% | +0.5% | +2.1% | +2.4% |
| 30D | -5.1% | +21.7% | -26.9% | -12.4% |
| 3M | -9.4% | +22.8% | -32.1% | -17.0% |
| 6M | +10.4% | +8.2% | +2.2% | +5.5% |
| YTD | +48.6% | +32.9% | +15.7% | +29.7% |
| 1Y | +68.0% | +45.3% | +22.7% | +40.0% |
| 3Y | +204.7% | +41.7% | +163.1% | +150.2% |
| 5Y | +451.9% | +49.8% | +402.1% | +287.9% |
| All | +1,529.5% | +103.7% | +1,425.8% | +795.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling