+107.5%
SOXX vs PWR
+66.5%
+41.0%
-29.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +5.1% | -3.3% | -1.5% |
| 7D | +1.4% | +4.2% | -2.8% | -1.4% |
| 30D | -3.6% | -4.0% | +0.5% | -1.1% |
| 3M | -10.2% | -4.8% | -5.4% | -6.7% |
| 6M | +54.2% | +14.6% | +39.6% | +41.7% |
| YTD | +75.2% | +54.2% | +21.0% | +31.0% |
| 1Y | +107.5% | +67.1% | +40.4% | +49.5% |
| All | +107.5% | +66.5% | +41.0% | +49.5% |
Cumulative growth
Daily Returns
Daily percentage return beside PWR.
Daily Out/Under-Performance
Portfolio return minus PWR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PWR 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 PWR 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