+7.3%
XLI vs PWR
+15.1%
-7.9%
-12.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -12.3% | +8.2% | -1.3% |
| 7D | -4.5% | -19.9% | +15.4% | 0.0% |
| 30D | -5.3% | -29.3% | +23.9% | +1.9% |
| 3M | -12.6% | -25.5% | +12.9% | -7.2% |
| 6M | -5.3% | -34.0% | +28.7% | +3.8% |
| YTD | +5.6% | +20.7% | -15.1% | -2.0% |
| 1Y | +7.3% | +12.3% | -5.1% | +1.1% |
| All | +7.3% | +15.1% | -7.9% | +1.1% |
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