+6,867.1%
PWR vs NDAQ
+2,327.9%
+4,539.2%
-80.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -1.9% | +2.6% | +1.4% |
| 7D | +3.6% | -2.4% | +6.0% | +4.6% |
| 30D | -8.6% | +2.5% | -11.0% | -9.5% |
| 3M | -13.2% | +9.9% | -23.1% | -17.2% |
| 6M | +9.9% | +9.4% | +0.5% | +4.4% |
| YTD | +48.0% | +0.4% | +47.6% | +44.5% |
| 1Y | +66.2% | +4.0% | +62.1% | +59.6% |
| 3Y | +195.1% | +94.4% | +100.7% | +119.7% |
| 5Y | +442.6% | +56.7% | +385.8% | +337.1% |
| 10Y | +2,334.2% | +375.3% | +1,958.9% | +1,165.8% |
| All | +6,867.1% | +2,327.9% | +4,539.2% | +1,846.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling