+3,873.6%
PWR vs XME
+175.1%
+3,698.5%
-69.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XME | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -2.0% | +1.7% | +0.9% |
| 7D | +19.1% | +5.3% | +13.7% | +15.6% |
| 30D | -12.0% | -8.2% | -3.8% | -6.8% |
| 3M | -10.6% | -18.4% | +7.8% | +1.1% |
| 6M | -20.8% | -22.8% | +2.0% | -7.8% |
| YTD | +43.7% | -7.9% | +51.6% | +49.4% |
| 1Y | +35.0% | -0.9% | +35.8% | +34.2% |
| 3Y | +249.4% | +96.0% | +153.5% | +125.1% |
| 5Y | +422.1% | +110.3% | +311.8% | +208.8% |
| 10Y | +1,868.4% | +272.8% | +1,595.6% | +653.2% |
| All | +3,873.6% | +175.1% | +3,698.5% | +1,387.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling