+8,589.7%
PWR vs PNR
+651.7%
+7,938.0%
-97.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PNR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | -2.6% | +5.0% | +3.8% |
| 7D | +4.5% | -3.0% | +7.6% | +6.2% |
| 30D | -4.9% | -14.9% | +10.0% | +3.5% |
| 3M | -7.9% | -19.0% | +11.2% | +1.4% |
| 6M | +18.3% | -35.9% | +54.3% | +47.2% |
| YTD | +51.5% | -43.1% | +94.7% | +99.3% |
| 1Y | +70.3% | -46.4% | +116.7% | +131.3% |
| 3Y | +210.6% | -10.8% | +221.4% | +212.2% |
| 5Y | +456.7% | -18.9% | +475.5% | +476.0% |
| 10Y | +2,396.1% | +64.4% | +2,331.7% | +1,587.9% |
| All | +8,589.7% | +651.7% | +7,938.0% | +2,780.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling