+32.4%
PWR vs NUE
+86.4%
-54.0%
-30.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -11.7% | -2.1% | -9.6% | -11.0% |
| 7D | -4.4% | -1.4% | -2.9% | -3.8% |
| 30D | -15.1% | +6.6% | -21.6% | -16.6% |
| 3M | -16.2% | -2.0% | -14.2% | -15.8% |
| 6M | -23.3% | +19.2% | -42.6% | -27.9% |
| YTD | +37.6% | +65.6% | -28.0% | +13.1% |
| 1Y | +32.4% | +87.8% | -55.4% | +1.3% |
| All | +32.4% | +86.4% | -54.0% | +1.3% |
Cumulative growth
Daily Returns
Daily percentage return beside NUE.
Daily Out/Under-Performance
Portfolio return minus NUE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NUE 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 NUE 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