+328.7%
PWR vs NXT
+173.5%
+155.2%
-33.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NXT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | +1.9% | +3.3% | +4.7% |
| 7D | +4.2% | -1.9% | +6.1% | +4.7% |
| 30D | -4.0% | -20.0% | +16.0% | +0.8% |
| 3M | -4.8% | -30.7% | +26.0% | +2.8% |
| 6M | +14.6% | -29.0% | +43.6% | +21.8% |
| YTD | +54.2% | -4.8% | +59.1% | +53.4% |
| 1Y | +67.1% | +22.8% | +44.3% | +57.8% |
| 3Y | +218.5% | +93.9% | +124.5% | +161.6% |
| All | +328.7% | +173.5% | +155.2% | +227.5% |
Cumulative growth
Daily Returns
Daily percentage return beside NXT.
Daily Out/Under-Performance
Portfolio return minus NXT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NXT 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 NXT 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