+150.7%
XBI vs PWR
+2,415.0%
-2,264.3%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -1.3% | -0.3% | -1.1% |
| 7D | -4.6% | -0.2% | -4.4% | -4.5% |
| 30D | -0.8% | -7.7% | +6.9% | +1.9% |
| 3M | +21.8% | -4.9% | +26.8% | +22.4% |
| 6M | +23.2% | +9.7% | +13.5% | +16.1% |
| YTD | +28.7% | +46.7% | -17.9% | +8.0% |
| 1Y | +67.8% | +58.7% | +9.1% | +35.7% |
| 3Y | +100.6% | +200.7% | -100.1% | +18.2% |
| 5Y | +19.8% | +438.6% | -418.7% | -47.0% |
| All | +150.7% | +2,415.0% | -2,264.3% | -49.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling