+210.6%
PWR vs NXT
+100.2%
+110.4%
-33.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NXT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | +1.1% | +1.2% | +2.1% |
| 7D | +4.5% | +2.9% | +1.7% | +3.8% |
| 30D | -4.9% | -17.2% | +12.4% | -0.7% |
| 3M | -7.9% | -32.0% | +24.1% | 0.0% |
| 6M | +18.3% | -15.8% | +34.1% | +21.4% |
| YTD | +51.5% | -1.9% | +53.4% | +49.4% |
| 1Y | +70.3% | +22.5% | +47.8% | +60.2% |
| 3Y | +210.6% | +100.5% | +110.1% | +150.0% |
| All | +210.6% | +100.2% | +110.4% | +150.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling