+566.3%
PNW price history and return analytics
+368.9%
+197.4%
-39.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.9% | -1.4% | -1.0% |
| 7D | -1.5% | -1.1% | -0.3% | -0.9% |
| 30D | -4.3% | -1.0% | -3.3% | -3.8% |
| 3M | -5.3% | +3.2% | -8.5% | -7.1% |
| 6M | -2.8% | +12.5% | -15.2% | -9.4% |
| YTD | +11.4% | +14.1% | -2.7% | +2.8% |
| 1Y | +13.0% | +18.9% | -5.9% | +1.6% |
| 3Y | +42.3% | +74.1% | -31.8% | +1.8% |
| 5Y | +60.4% | +66.9% | -6.4% | +16.0% |
| 10Y | +92.9% | +228.3% | -135.4% | -6.4% |
| All | +566.3% | +368.9% | +197.4% | +125.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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