+54.6%
XLE vs PWR
+195.8%
-141.2%
-20.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.7% | -1.6% | -0.9% |
| 7D | +2.2% | +3.6% | -1.4% | +1.8% |
| 30D | +11.8% | -8.6% | +20.4% | +12.7% |
| 3M | +9.8% | -13.2% | +23.0% | +11.2% |
| 6M | +15.6% | +9.9% | +5.7% | +12.9% |
| YTD | +45.3% | +48.0% | -2.8% | +35.3% |
| 1Y | +48.3% | +66.2% | -17.9% | +34.7% |
| All | +54.6% | +195.8% | -141.2% | +27.5% |
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