+299.5%
PWR vs NXT
+208.8%
+90.7%
-35.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NXT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -6.9% | +6.7% | +1.3% |
| 7D | +19.1% | -6.0% | +25.1% | +20.7% |
| 30D | -12.0% | +5.4% | -17.4% | -13.6% |
| 3M | -10.6% | -9.7% | -0.9% | -9.3% |
| 6M | -20.8% | -25.3% | +4.5% | -17.2% |
| YTD | +43.7% | +7.5% | +36.3% | +38.0% |
| 1Y | +35.0% | -3.0% | +38.0% | +32.2% |
| 3Y | +249.4% | +171.4% | +78.0% | +168.1% |
| All | +299.5% | +208.8% | +90.7% | +194.7% |
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