+39.2%
XLK vs PWR
+66.5%
-27.3%
-15.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +5.1% | -3.8% | -0.4% |
| 7D | +0.2% | +4.2% | -4.0% | -1.2% |
| 30D | -0.6% | -4.0% | +3.4% | +0.6% |
| 3M | +2.6% | -4.8% | +7.3% | +3.7% |
| 6M | +34.0% | +14.6% | +19.3% | +26.2% |
| YTD | +30.7% | +54.2% | -23.6% | +9.8% |
| 1Y | +39.2% | +67.1% | -27.9% | +14.5% |
| All | +39.2% | +66.5% | -27.3% | +14.5% |
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 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