+1,831.6%
PWR vs NDAQ
+471.8%
+1,359.8%
-45.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.2% | -0.5% | -0.6% |
| 7D | +11.3% | +1.3% | +10.0% | +10.7% |
| 30D | -8.9% | +18.0% | -26.8% | -16.4% |
| 3M | -10.5% | +11.5% | -22.0% | -15.8% |
| 6M | -22.2% | +21.1% | -43.2% | -30.7% |
| YTD | +42.7% | +12.8% | +29.9% | +30.2% |
| 1Y | +41.1% | +25.7% | +15.4% | +20.7% |
| 3Y | +242.7% | +116.8% | +125.9% | +110.4% |
| 5Y | +418.5% | +67.3% | +351.3% | +264.7% |
| All | +1,831.6% | +471.8% | +1,359.8% | +586.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling