+1,796.7%
PWR vs IBB
+130.8%
+1,665.9%
-45.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -1.1% | -0.3% | -0.8% |
| 7D | -11.2% | +0.8% | -12.0% | -11.5% |
| 30D | -17.4% | +5.2% | -22.6% | -19.7% |
| 3M | -11.7% | +8.6% | -20.3% | -16.3% |
| 6M | -21.7% | +27.8% | -49.5% | -32.9% |
| YTD | +38.3% | +28.8% | +9.5% | +17.8% |
| 1Y | +29.6% | +36.4% | -6.8% | +6.7% |
| 3Y | +236.1% | +89.3% | +146.8% | +124.8% |
| 5Y | +406.3% | +43.3% | +363.1% | +294.2% |
| 10Y | +1,796.7% | +130.6% | +1,666.1% | +1,003.3% |
| All | +1,796.7% | +130.8% | +1,665.9% | +1,003.3% |
Cumulative growth
Daily Returns
Daily percentage return beside IBB.
Daily Out/Under-Performance
Portfolio return minus IBB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBB 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 10y: compounded portfolio wealth divided by compounded IBB 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…
10y analysis · Full analysis span regression · 6 months rolling