+32.4%
PWR vs XRT
+18.0%
+14.4%
-30.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -11.7% | +5.5% | -17.2% | -11.2% |
| 7D | -4.4% | +8.0% | -12.4% | -4.1% |
| 30D | -15.1% | +13.0% | -28.1% | -15.5% |
| 3M | -16.2% | +1.7% | -17.9% | -15.0% |
| 6M | -23.3% | +12.6% | -35.9% | -25.3% |
| YTD | +37.6% | +10.7% | +27.0% | +33.0% |
| 1Y | +32.4% | +18.4% | +14.0% | +23.6% |
| All | +32.4% | +18.0% | +14.4% | +23.6% |
Cumulative growth
Daily Returns
Daily percentage return beside XRT.
Daily Out/Under-Performance
Portfolio return minus XRT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XRT 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 XRT 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