+19.4%
XLK vs PWR
+34.5%
-15.0%
-19.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.7% | -1.3% | -1.8% |
| 7D | +3.4% | +11.3% | -7.9% | -0.2% |
| 30D | -10.6% | -8.9% | -1.7% | -8.7% |
| 3M | -10.6% | -10.5% | -0.1% | -8.4% |
| 6M | -3.5% | -22.2% | +18.7% | +2.1% |
| YTD | +18.7% | +42.7% | -24.0% | +2.2% |
| 1Y | +19.4% | +41.1% | -21.7% | +3.2% |
| All | +19.4% | +34.5% | -15.0% | +3.2% |
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