+47.7%
XLE vs PWR
+34.5%
+13.2%
-15.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.7% | +1.7% | +1.0% |
| 7D | +5.4% | +11.3% | -5.9% | +5.1% |
| 30D | -3.9% | -8.9% | +4.9% | -3.9% |
| 3M | +7.0% | -10.5% | +17.5% | +7.0% |
| 6M | +14.2% | -22.2% | +36.4% | +13.9% |
| YTD | +48.2% | +42.7% | +5.4% | +50.6% |
| 1Y | +47.7% | +41.1% | +6.6% | +49.6% |
| All | +47.7% | +34.5% | +13.2% | +49.6% |
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 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