+32.4%
PWR vs NDAQ
+28.8%
+3.6%
-30.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -11.7% | +2.6% | -14.2% | -11.0% |
| 7D | -4.4% | +3.9% | -8.3% | -3.3% |
| 30D | -15.1% | +19.0% | -34.1% | -11.5% |
| 3M | -16.2% | +17.6% | -33.8% | -12.9% |
| 6M | -23.3% | +21.0% | -44.3% | -19.1% |
| YTD | +37.6% | +14.1% | +23.5% | +46.5% |
| 1Y | +32.4% | +29.4% | +3.0% | +28.7% |
| All | +32.4% | +28.8% | +3.6% | +28.7% |
Cumulative growth
Daily Returns
Daily percentage return beside NDAQ.
Daily Out/Under-Performance
Portfolio return minus NDAQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NDAQ 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 NDAQ 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