+241.5%
SOXX vs PWR
+434.6%
-193.1%
-45.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -1.3% | -1.4% | -1.9% |
| 7D | +3.0% | -0.2% | +3.2% | +3.2% |
| 30D | -3.1% | -7.7% | +4.6% | +1.6% |
| 3M | -4.4% | -4.9% | +0.5% | -1.1% |
| 6M | +52.9% | +9.7% | +43.2% | +43.7% |
| YTD | +72.0% | +46.7% | +25.3% | +34.8% |
| 1Y | +105.1% | +58.7% | +46.4% | +53.0% |
| 3Y | +220.6% | +200.7% | +19.9% | +57.8% |
| All | +241.5% | +434.6% | -193.1% | +11.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling