+649.7%
XLU vs PWR
+4,514.0%
-3,864.2%
-52.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | PWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +2.3% | -1.5% | +0.6% |
| 7D | +2.1% | +4.5% | -2.4% | +1.6% |
| 30D | -0.4% | -4.9% | +4.5% | +0.1% |
| 3M | +0.5% | -7.9% | +8.4% | +1.0% |
| 6M | -5.8% | +18.3% | -24.1% | -8.2% |
| YTD | +3.1% | +51.5% | -48.4% | -2.4% |
| 1Y | +8.1% | +70.3% | -62.2% | +0.8% |
| 3Y | +50.5% | +210.6% | -160.1% | +29.5% |
| 5Y | +44.7% | +456.7% | -412.0% | +15.8% |
| 10Y | +136.8% | +2,396.1% | -2,259.2% | +58.9% |
| All | +649.7% | +4,514.0% | -3,864.2% | +297.7% |
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 1990-01-01 to 2026-09-08: 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling