+58.7%
PWR vs XME
+37.7%
+21.0%
-28.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XME | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -3.7% | +2.4% | +0.8% |
| 7D | -0.2% | -3.0% | +2.8% | +1.5% |
| 30D | -7.7% | -2.6% | -5.1% | -6.6% |
| 3M | -4.9% | +2.2% | -7.1% | -7.1% |
| 6M | +9.7% | +0.7% | +9.0% | +7.3% |
| YTD | +46.7% | +10.9% | +35.8% | +34.1% |
| 1Y | +58.7% | +35.7% | +23.0% | +28.1% |
| All | +58.7% | +37.7% | +21.0% | +28.1% |
Cumulative growth
Daily Returns
Daily percentage return beside XME.
Daily Out/Under-Performance
Portfolio return minus XME return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XME 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 1y: compounded portfolio wealth divided by compounded XME 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…
1y analysis · Full analysis span regression · 6 months rolling