+354.9%
PWR vs IBB
+37.5%
+317.5%
-35.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | +1.7% | +4.5% | +5.2% |
| 7D | -12.9% | -1.8% | -11.0% | -11.8% |
| 30D | -22.8% | +5.1% | -27.9% | -25.0% |
| 3M | -19.0% | +10.7% | -29.7% | -24.4% |
| 6M | -31.1% | +22.9% | -54.0% | -40.0% |
| YTD | +28.3% | +26.7% | +1.6% | +9.4% |
| 1Y | +22.2% | +35.1% | -12.9% | +0.2% |
| 3Y | +222.2% | +80.2% | +142.0% | +115.9% |
| All | +354.9% | +37.5% | +317.5% | +257.3% |
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 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