+246.1%
PWR vs NXT
+191.6%
+54.5%
-35.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NXT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | +0.8% | +3.5% | +4.1% |
| 7D | +4.7% | -5.7% | +10.5% | +6.3% |
| 30D | -12.5% | +18.5% | -31.0% | -16.2% |
| 3M | -9.3% | -4.1% | -5.2% | -9.2% |
| 6M | -22.2% | -20.3% | -1.8% | -19.8% |
| YTD | +44.2% | +15.5% | +28.7% | +36.5% |
| 1Y | +35.5% | -5.0% | +40.5% | +32.9% |
| All | +246.1% | +191.6% | +54.5% | +174.1% |
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