+41.1%
PWR vs Q
+29.7%
+11.4%
-35.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | Q | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -3.5% | +2.8% | +1.1% |
| 7D | +11.3% | +1.2% | +10.1% | +10.7% |
| 30D | -8.9% | -2.7% | -6.2% | -7.4% |
| 3M | -10.5% | -16.9% | +6.4% | -2.7% |
| 6M | -22.2% | -26.9% | +4.7% | -12.1% |
| YTD | +42.7% | +45.2% | -2.5% | +20.7% |
| 1Y | +41.1% | +38.1% | +3.0% | +21.3% |
| All | +41.1% | +29.7% | +11.4% | +21.3% |
Cumulative growth
Daily Returns
Daily percentage return beside Q.
Daily Out/Under-Performance
Portfolio return minus Q return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × Q 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 1y: compounded portfolio wealth divided by compounded Q 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…
1y analysis · Full analysis span regression · 6 months rolling