+3,777.4%
PWR vs XRT
+552.1%
+3,225.3%
-69.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.4% | +3.7% | +5.7% | +6.6% |
| 7D | -4.8% | +2.5% | -7.3% | -7.0% |
| 30D | -16.2% | +10.3% | -26.5% | -23.1% |
| 3M | -11.9% | +2.4% | -14.3% | -14.8% |
| 6M | -20.6% | +10.0% | -30.6% | -28.1% |
| YTD | +40.3% | +9.5% | +30.7% | +27.0% |
| 1Y | +33.0% | +17.2% | +15.9% | +14.1% |
| 3Y | +250.0% | +62.0% | +188.0% | +126.3% |
| 5Y | +404.2% | -2.1% | +406.3% | +367.2% |
| 10Y | +1,865.8% | +152.6% | +1,713.3% | +601.6% |
| All | +3,777.4% | +552.1% | +3,225.3% | +386.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling