+32.9%
XLV vs PWR
+31.4%
+1.5%
-10.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | -11.7% | +14.7% | +2.6% |
| 7D | +5.5% | -4.4% | +9.9% | +5.3% |
| 30D | +13.3% | -15.1% | +28.4% | +12.8% |
| 3M | +17.4% | -16.2% | +33.7% | +17.0% |
| 6M | +32.1% | -23.3% | +55.5% | +33.0% |
| YTD | +24.0% | +37.6% | -13.6% | +19.4% |
| 1Y | +32.9% | +32.4% | +0.5% | +28.0% |
| All | +32.9% | +31.4% | +1.5% | +28.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling