+202.9%
PWR vs NVT
+178.0%
+24.9%
-33.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NVT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -2.1% | +0.8% | 0.0% |
| 7D | -0.2% | +2.0% | -2.2% | -1.5% |
| 30D | -7.7% | -7.2% | -0.6% | -3.6% |
| 3M | -4.9% | -0.9% | -4.0% | -4.8% |
| 6M | +9.7% | +42.6% | -32.9% | -12.0% |
| YTD | +46.7% | +52.9% | -6.2% | +12.3% |
| 1Y | +58.7% | +64.5% | -5.8% | +15.9% |
| All | +202.9% | +178.0% | +24.9% | +58.1% |
Cumulative growth
Daily Returns
Daily percentage return beside NVT.
Daily Out/Under-Performance
Portfolio return minus NVT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NVT 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 3y: compounded portfolio wealth divided by compounded NVT 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…
3y analysis · Full analysis span regression · 6 months rolling