+456.7%
PWR vs IBB
+20.0%
+436.7%
-33.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | -2.2% | +4.5% | +3.6% |
| 7D | +4.5% | -1.7% | +6.2% | +5.5% |
| 30D | -4.9% | +4.9% | -9.7% | -8.0% |
| 3M | -7.9% | +24.2% | -32.1% | -20.1% |
| 6M | +18.3% | +23.8% | -5.5% | +2.7% |
| YTD | +51.5% | +23.0% | +28.5% | +31.9% |
| 1Y | +70.3% | +46.2% | +24.2% | +33.3% |
| 3Y | +210.6% | +64.8% | +145.8% | +121.9% |
| 5Y | +456.7% | +20.9% | +435.8% | +352.0% |
| All | +456.7% | +20.0% | +436.7% | +352.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling