+49.9%
XLE vs PWR
+31.4%
+18.4%
-15.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.7% | -11.7% | +6.9% | -4.6% |
| 7D | -7.2% | -4.4% | -2.8% | -7.0% |
| 30D | +0.1% | -15.1% | +15.2% | +0.2% |
| 3M | +9.2% | -16.2% | +25.4% | +9.2% |
| 6M | +8.4% | -23.3% | +31.7% | +8.2% |
| YTD | +44.9% | +37.6% | +7.3% | +47.5% |
| 1Y | +49.9% | +32.4% | +17.5% | +52.9% |
| All | +49.9% | +31.4% | +18.4% | +52.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling