+2,425.3%
PWR vs NDAQ
+374.8%
+2,050.6%
-45.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.9% | -1.0% | -1.5% |
| 7D | +2.7% | -1.6% | +4.2% | +3.4% |
| 30D | -5.1% | -1.5% | -3.7% | -4.6% |
| 3M | -9.4% | +8.0% | -17.4% | -14.0% |
| 6M | +10.4% | +7.7% | +2.7% | +4.0% |
| YTD | +48.6% | -2.3% | +51.0% | +46.4% |
| 1Y | +68.0% | +0.6% | +67.5% | +62.1% |
| 3Y | +204.7% | +90.9% | +113.8% | +99.9% |
| 5Y | +451.9% | +52.5% | +399.5% | +305.9% |
| 10Y | +2,425.3% | +380.3% | +2,045.1% | +861.2% |
| All | +2,425.3% | +374.8% | +2,050.6% | +861.2% |
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