+438.6%
PWR vs XHB
+30.4%
+408.1%
-33.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | XHB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -2.3% | +1.0% | 0.0% |
| 7D | -0.2% | -5.2% | +5.0% | +2.7% |
| 30D | -7.7% | -12.1% | +4.4% | -1.1% |
| 3M | -4.9% | -6.2% | +1.3% | -2.2% |
| 6M | +9.7% | -6.7% | +16.4% | +12.9% |
| YTD | +46.7% | -5.5% | +52.1% | +48.8% |
| 1Y | +58.7% | -15.6% | +74.4% | +71.8% |
| 3Y | +200.7% | +22.0% | +178.7% | +151.2% |
| 5Y | +438.6% | +31.8% | +406.7% | +342.7% |
| All | +438.6% | +30.4% | +408.1% | +342.7% |
Cumulative growth
Daily Returns
Daily percentage return beside XHB.
Daily Out/Under-Performance
Portfolio return minus XHB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XHB 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 XHB 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