+159.6%
XLB vs PWR
+2,399.9%
-2,240.3%
-37.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | PWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +2.3% | -3.3% | -1.8% |
| 7D | -0.2% | +4.5% | -4.8% | -1.8% |
| 30D | -1.7% | -4.9% | +3.1% | -0.4% |
| 3M | +4.4% | -7.9% | +12.2% | +5.8% |
| 6M | +5.0% | +18.3% | -13.3% | -4.0% |
| YTD | +15.5% | +51.5% | -36.0% | -4.4% |
| 1Y | +14.9% | +70.3% | -55.4% | -9.9% |
| 3Y | +34.5% | +210.6% | -176.1% | -22.6% |
| 5Y | +36.5% | +456.7% | -420.1% | -42.0% |
| 10Y | +159.6% | +2,396.1% | -2,236.5% | -52.0% |
| All | +159.6% | +2,399.9% | -2,240.3% | -52.0% |
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 2016-09-08 to 2026-09-08: 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling