+955.3%
XBI vs PWR
+4,894.5%
-3,939.2%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.7% | -1.0% | -0.6% |
| 7D | +0.9% | +3.6% | -2.7% | -0.3% |
| 30D | +7.1% | -8.6% | +15.6% | +10.1% |
| 3M | +22.9% | -13.2% | +36.1% | +27.4% |
| 6M | +29.7% | +9.9% | +19.8% | +23.0% |
| YTD | +34.5% | +48.0% | -13.6% | +14.5% |
| 1Y | +76.1% | +66.2% | +9.9% | +43.2% |
| 3Y | +103.2% | +195.1% | -91.9% | +29.6% |
| 5Y | +22.8% | +442.6% | -419.7% | -38.0% |
| 10Y | +176.3% | +2,334.2% | -2,158.0% | -20.7% |
| All | +955.3% | +4,894.5% | -3,939.2% | +97.3% |
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