+313.1%
PWR vs NXT
+171.8%
+141.4%
-33.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NXT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -3.6% | +1.7% | -1.1% |
| 7D | +2.7% | -0.2% | +2.9% | +2.7% |
| 30D | -5.1% | -20.0% | +14.8% | -0.4% |
| 3M | -9.4% | -30.9% | +21.6% | -2.1% |
| 6M | +10.4% | -23.8% | +34.2% | +15.6% |
| YTD | +48.6% | -5.4% | +54.1% | +48.0% |
| 1Y | +68.0% | +28.0% | +40.0% | +57.5% |
| 3Y | +204.7% | +93.3% | +111.4% | +150.5% |
| All | +313.1% | +171.8% | +141.4% | +216.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling