+2,104.2%
PWR vs IBB
+560.8%
+1,543.4%
-95.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.9% | +1.6% | +1.4% |
| 7D | +3.6% | +1.4% | +2.2% | +2.5% |
| 30D | -8.6% | +10.5% | -19.1% | -15.6% |
| 3M | -13.2% | +23.6% | -36.8% | -26.4% |
| 6M | +9.9% | +22.6% | -12.7% | -6.4% |
| YTD | +48.0% | +25.7% | +22.4% | +23.5% |
| 1Y | +66.2% | +51.4% | +14.8% | +20.6% |
| 3Y | +195.1% | +64.4% | +130.7% | +97.6% |
| 5Y | +442.6% | +22.1% | +420.4% | +346.2% |
| 10Y | +2,334.2% | +132.5% | +2,201.8% | +1,025.5% |
| All | +2,104.2% | +560.8% | +1,543.4% | +201.4% |
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