+20.7%
XLK vs PWR
+31.4%
-10.7%
-15.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -11.7% | +11.6% | +3.6% |
| 7D | -7.6% | -4.4% | -3.2% | -6.8% |
| 30D | -12.2% | -15.1% | +2.9% | -8.1% |
| 3M | -5.5% | -16.2% | +10.8% | -0.8% |
| 6M | +9.2% | -23.3% | +32.5% | +16.6% |
| YTD | +23.0% | +37.6% | -14.6% | +6.5% |
| 1Y | +20.7% | +32.4% | -11.7% | +5.8% |
| All | +20.7% | +31.4% | -10.7% | +5.8% |
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