+1,874.2%
PWR vs XRT
+145.8%
+1,728.4%
-45.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | -0.1% | +4.3% | +4.3% |
| 7D | +4.7% | -1.4% | +6.2% | +5.9% |
| 30D | -12.5% | +9.8% | -22.3% | -17.7% |
| 3M | -9.3% | +3.3% | -12.6% | -11.9% |
| 6M | -22.2% | +13.6% | -35.8% | -29.1% |
| YTD | +44.2% | +9.1% | +35.1% | +34.2% |
| 1Y | +35.5% | +15.1% | +20.5% | +22.0% |
| 3Y | +250.4% | +59.9% | +190.5% | +153.7% |
| 5Y | +425.6% | -1.7% | +427.4% | +401.4% |
| 10Y | +1,874.2% | +141.1% | +1,733.1% | +782.6% |
| All | +1,874.2% | +145.8% | +1,728.4% | +782.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling