+406.3%
PWR vs NDAQ
+68.2%
+338.1%
-35.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +1.4% | -2.8% | -1.9% |
| 7D | -11.2% | +2.9% | -14.1% | -12.2% |
| 30D | -17.4% | +17.5% | -34.9% | -22.7% |
| 3M | -11.7% | +15.4% | -27.2% | -17.0% |
| 6M | -21.7% | +24.6% | -46.3% | -29.6% |
| YTD | +38.3% | +14.4% | +23.9% | +28.6% |
| 1Y | +29.6% | +26.9% | +2.6% | +13.3% |
| 3Y | +236.1% | +119.8% | +116.3% | +108.3% |
| 5Y | +406.3% | +70.5% | +335.9% | +276.4% |
| All | +406.3% | +68.2% | +338.1% | +276.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling