+643.4%
XLU vs PWR
+4,408.3%
-3,764.9%
-52.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.7% | -0.6% | 0.0% |
| 7D | +0.8% | +3.6% | -2.8% | +0.4% |
| 30D | -1.3% | -8.6% | +7.2% | -0.4% |
| 3M | -1.3% | -13.2% | +11.8% | -0.2% |
| 6M | -7.6% | +9.9% | -17.5% | -9.3% |
| YTD | +2.3% | +48.0% | -45.8% | -3.0% |
| 1Y | +5.8% | +66.2% | -60.4% | -1.1% |
| 3Y | +50.5% | +195.1% | -144.6% | +30.3% |
| 5Y | +44.1% | +442.6% | -398.4% | +15.7% |
| 10Y | +138.2% | +2,334.2% | -2,196.0% | +60.3% |
| All | +643.4% | +4,408.3% | -3,764.9% | +295.3% |
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 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