+2,046.4%
PWR vs IBB
+580.2%
+1,466.2%
-95.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | +0.4% | +3.8% | +3.9% |
| 7D | +4.7% | -1.4% | +6.1% | +6.4% |
| 30D | -12.5% | +6.8% | -19.3% | -16.6% |
| 3M | -9.3% | +9.2% | -18.5% | -15.7% |
| 6M | -22.2% | +28.3% | -50.5% | -36.1% |
| YTD | +44.2% | +29.4% | +14.8% | +17.4% |
| 1Y | +35.5% | +33.2% | +2.4% | +8.1% |
| 3Y | +250.4% | +90.2% | +160.3% | +110.0% |
| 5Y | +425.6% | +44.0% | +381.6% | +281.6% |
| 10Y | +1,874.2% | +133.1% | +1,741.1% | +817.2% |
| All | +2,046.4% | +580.2% | +1,466.2% | +186.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling