+8,425.6%
PWR vs NUE
+4,149.6%
+4,275.9%
-97.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +0.6% | -2.5% | -2.2% |
| 7D | +2.7% | -2.3% | +4.9% | +3.7% |
| 30D | -5.1% | -6.1% | +1.0% | -2.6% |
| 3M | -9.4% | +1.7% | -11.0% | -10.7% |
| 6M | +10.4% | +53.1% | -42.7% | -9.5% |
| YTD | +48.6% | +59.0% | -10.4% | +19.2% |
| 1Y | +68.0% | +85.3% | -17.3% | +25.2% |
| 3Y | +204.7% | +63.2% | +141.5% | +129.9% |
| 5Y | +451.9% | +146.8% | +305.1% | +220.0% |
| 10Y | +2,425.3% | +584.3% | +1,841.0% | +754.7% |
| All | +8,425.6% | +4,149.6% | +4,275.9% | +1,517.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling