+311.4%
PWR vs NXT
+178.8%
+132.6%
-33.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NXT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +1.2% | -0.5% | +0.4% |
| 7D | +3.6% | -1.1% | +4.7% | +3.8% |
| 30D | -8.6% | -15.3% | +6.8% | -5.3% |
| 3M | -13.2% | -43.8% | +30.6% | -2.4% |
| 6M | +9.9% | -18.7% | +28.6% | +13.5% |
| YTD | +48.0% | -3.0% | +51.0% | +46.5% |
| 1Y | +66.2% | +22.7% | +43.4% | +56.7% |
| 3Y | +195.1% | +95.9% | +99.2% | +141.6% |
| All | +311.4% | +178.8% | +132.6% | +212.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling