+103.5%
XBI vs PWR
+203.1%
-99.6%
-33.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -1.9% | +0.3% | -1.1% |
| 7D | -3.6% | +2.7% | -6.3% | -4.2% |
| 30D | +0.9% | -5.1% | +6.0% | +1.9% |
| 3M | +21.4% | -9.4% | +30.8% | +23.3% |
| 6M | +25.5% | +10.4% | +15.1% | +20.9% |
| YTD | +30.8% | +48.6% | -17.8% | +17.0% |
| 1Y | +68.6% | +68.0% | +0.5% | +45.8% |
| All | +103.5% | +203.1% | -99.6% | +46.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling