+236.1%
PWR vs NDAQ
+122.1%
+114.1%
-35.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +1.4% | -2.8% | -1.7% |
| 7D | -11.2% | +2.9% | -14.1% | -11.7% |
| 30D | -17.4% | +17.5% | -34.9% | -20.2% |
| 3M | -11.7% | +15.4% | -27.2% | -14.5% |
| 6M | -21.7% | +24.6% | -46.3% | -26.1% |
| YTD | +38.3% | +14.4% | +23.9% | +35.0% |
| 1Y | +29.6% | +26.9% | +2.6% | +19.3% |
| 3Y | +236.1% | +119.8% | +116.3% | +143.7% |
| All | +236.1% | +122.1% | +114.1% | +143.7% |
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