+469.4%
PWR vs PNR
-21.7%
+491.1%
-33.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PNR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | -0.3% | +5.4% | +5.3% |
| 7D | +4.2% | -6.0% | +10.2% | +7.2% |
| 30D | -4.0% | -14.0% | +9.9% | +2.6% |
| 3M | -4.8% | -21.7% | +16.9% | +5.0% |
| 6M | +14.6% | -37.3% | +51.9% | +40.9% |
| YTD | +54.2% | -45.1% | +99.4% | +101.4% |
| 1Y | +67.1% | -49.1% | +116.2% | +127.7% |
| 3Y | +218.5% | -14.8% | +233.3% | +220.7% |
| All | +469.4% | -21.7% | +491.1% | +539.3% |
Cumulative growth
Daily Returns
Daily percentage return beside PNR.
Daily Out/Under-Performance
Portfolio return minus PNR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PNR 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 PNR 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