+2,575.4%
SOXX vs PWR
+2,564.2%
+11.1%
-70.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -1.9% | +2.6% | +1.3% |
| 7D | +6.1% | +2.7% | +3.4% | +5.2% |
| 30D | +0.5% | -5.1% | +5.6% | +2.2% |
| 3M | -5.3% | -9.4% | +4.1% | -1.9% |
| 6M | +58.3% | +10.4% | +47.9% | +53.7% |
| YTD | +76.8% | +48.6% | +28.2% | +55.8% |
| 1Y | +114.6% | +68.0% | +46.6% | +82.0% |
| 3Y | +229.6% | +204.7% | +24.9% | +130.8% |
| 5Y | +257.3% | +451.9% | -194.6% | +108.7% |
| 10Y | +1,583.2% | +2,425.3% | -842.1% | +523.7% |
| All | +2,575.4% | +2,564.2% | +11.1% | +525.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling