+200.3%
PWR vs NDAQ
+96.0%
+104.3%
-33.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -1.9% | +2.6% | +1.2% |
| 7D | +3.6% | -2.4% | +6.0% | +4.3% |
| 30D | -8.6% | +2.5% | -11.0% | -9.3% |
| 3M | -13.2% | +9.9% | -23.1% | -15.9% |
| 6M | +9.9% | +9.4% | +0.5% | +6.0% |
| YTD | +48.0% | +0.4% | +47.6% | +48.1% |
| 1Y | +66.2% | +4.0% | +62.1% | +62.5% |
| All | +200.3% | +96.0% | +104.3% | +101.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling