+1,472.6%
XLK vs PWR
+4,408.3%
-2,935.7%
-82.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.7% | 0.0% | +0.5% |
| 7D | +0.9% | +3.6% | -2.7% | 0.0% |
| 30D | +0.7% | -8.6% | +9.3% | +2.8% |
| 3M | -2.9% | -13.2% | +10.2% | 0.0% |
| 6M | +34.3% | +9.9% | +24.4% | +30.3% |
| YTD | +30.4% | +48.0% | -17.6% | +17.8% |
| 1Y | +43.4% | +66.2% | -22.8% | +25.9% |
| 3Y | +116.8% | +195.1% | -78.3% | +65.0% |
| 5Y | +144.0% | +442.6% | -298.5% | +61.0% |
| 10Y | +778.8% | +2,334.2% | -1,555.5% | +310.9% |
| All | +1,472.6% | +4,408.3% | -2,935.7% | +426.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling