+61.6%
XLU vs PWR
+247.1%
-185.5%
-16.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.7% | +1.2% | +0.6% |
| 7D | +2.1% | +11.3% | -9.2% | +0.8% |
| 30D | +5.6% | -8.9% | +14.4% | +6.4% |
| 3M | +0.7% | -10.5% | +11.2% | +1.6% |
| 6M | -0.1% | -22.2% | +22.1% | +2.6% |
| YTD | +5.3% | +42.7% | -37.4% | -1.8% |
| 1Y | +2.2% | +41.1% | -39.0% | -4.6% |
| 3Y | +61.6% | +242.7% | -181.1% | +27.3% |
| All | +61.6% | +247.1% | -185.5% | +27.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling