+135.9%
XLU vs PWR
+2,544.4%
-2,408.5%
-36.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +5.1% | -5.5% | -1.3% |
| 7D | -1.6% | +4.2% | -5.8% | -2.4% |
| 30D | -3.3% | -4.0% | +0.7% | -2.7% |
| 3M | -3.2% | -4.8% | +1.6% | -2.9% |
| 6M | -7.0% | +14.6% | -21.6% | -10.7% |
| YTD | +0.6% | +54.2% | -53.6% | -9.6% |
| 1Y | +2.4% | +67.1% | -64.7% | -9.8% |
| 3Y | +46.3% | +218.5% | -172.2% | +8.5% |
| 5Y | +44.0% | +466.3% | -422.3% | -8.3% |
| All | +135.9% | +2,544.4% | -2,408.5% | -1.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling