+1,988.3%
PWR vs IBB
+584.7%
+1,403.6%
-95.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.4% | +2.8% | +6.6% | +7.3% |
| 7D | -4.8% | +2.7% | -7.5% | -6.4% |
| 30D | -16.2% | +6.3% | -22.5% | -19.9% |
| 3M | -11.9% | +11.1% | -23.0% | -19.2% |
| 6M | -20.6% | +29.2% | -49.8% | -35.1% |
| YTD | +40.3% | +30.2% | +10.0% | +13.7% |
| 1Y | +33.0% | +39.5% | -6.5% | +2.4% |
| 3Y | +250.0% | +92.3% | +157.7% | +107.9% |
| 5Y | +404.2% | +43.0% | +361.2% | +268.0% |
| 10Y | +1,865.8% | +137.1% | +1,728.7% | +801.2% |
| All | +1,988.3% | +584.7% | +1,403.6% | +177.3% |
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 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