+469.4%
PWR vs NUE
+146.6%
+322.8%
-33.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | +1.6% | +3.6% | +4.7% |
| 7D | +4.2% | -0.6% | +4.8% | +4.4% |
| 30D | -4.0% | -4.6% | +0.5% | -2.7% |
| 3M | -4.8% | -0.3% | -4.5% | -5.1% |
| 6M | +14.6% | +51.9% | -37.2% | +0.5% |
| YTD | +54.2% | +60.0% | -5.7% | +32.8% |
| 1Y | +67.1% | +82.9% | -15.8% | +37.8% |
| 3Y | +218.5% | +66.0% | +152.5% | +161.6% |
| All | +469.4% | +146.6% | +322.8% | +301.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling