+4,945.9%
PWR vs XHB
+173.9%
+4,772.0%
-69.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XHB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +1.0% | -0.3% | 0.0% |
| 7D | +3.6% | -1.3% | +4.9% | +4.5% |
| 30D | -8.6% | -6.9% | -1.7% | -4.2% |
| 3M | -13.2% | -1.3% | -11.9% | -13.2% |
| 6M | +9.9% | -6.8% | +16.7% | +13.9% |
| YTD | +48.0% | +0.7% | +47.3% | +44.4% |
| 1Y | +66.2% | -11.2% | +77.4% | +76.0% |
| 3Y | +195.1% | +25.3% | +169.8% | +138.1% |
| 5Y | +442.6% | +37.3% | +405.2% | +300.3% |
| 10Y | +2,334.2% | +211.5% | +2,122.7% | +885.4% |
| All | +4,945.9% | +173.9% | +4,772.0% | +1,587.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling