+2,521.4%
PWR vs NUE
+599.8%
+1,921.6%
-45.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | +1.6% | +3.6% | +4.5% |
| 7D | +4.2% | -0.6% | +4.8% | +4.5% |
| 30D | -4.0% | -4.6% | +0.5% | -2.3% |
| 3M | -4.8% | -0.3% | -4.5% | -5.3% |
| 6M | +14.6% | +51.9% | -37.2% | -4.6% |
| YTD | +54.2% | +60.0% | -5.7% | +25.1% |
| 1Y | +67.1% | +82.9% | -15.8% | +27.4% |
| 3Y | +218.5% | +66.0% | +152.5% | +142.4% |
| 5Y | +466.3% | +149.0% | +317.3% | +227.1% |
| All | +2,521.4% | +599.8% | +1,921.6% | +661.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling