+896.5%
XLV vs PWR
+4,426.8%
-3,530.3%
-39.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.9% | +1.6% | -0.1% |
| 7D | -3.7% | +2.7% | -6.3% | -4.0% |
| 30D | -1.1% | -5.1% | +4.0% | -0.5% |
| 3M | +8.2% | -9.4% | +17.6% | +8.9% |
| 6M | +8.9% | +10.4% | -1.5% | +6.4% |
| YTD | +8.5% | +48.6% | -40.1% | +1.6% |
| 1Y | +22.3% | +68.0% | -45.7% | +12.3% |
| 3Y | +32.6% | +204.7% | -172.1% | +10.3% |
| 5Y | +34.4% | +451.9% | -417.5% | +1.9% |
| 10Y | +175.4% | +2,425.3% | -2,250.0% | +67.5% |
| All | +896.5% | +4,426.8% | -3,530.3% | +373.1% |
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