+3,871.9%
PWR vs QID
-100.0%
+3,971.9%
-69.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | QID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +2.6% | -3.3% | +0.7% |
| 7D | +11.3% | -7.1% | +18.4% | +7.7% |
| 30D | -8.9% | +12.6% | -21.5% | -1.0% |
| 3M | -10.5% | +14.2% | -24.7% | -1.4% |
| 6M | -22.2% | +6.2% | -28.4% | -15.0% |
| YTD | +42.7% | -21.8% | +64.5% | +35.8% |
| 1Y | +41.1% | -23.1% | +64.3% | +34.0% |
| 3Y | +242.7% | -71.3% | +314.1% | +127.1% |
| 5Y | +418.5% | -77.0% | +495.5% | +268.3% |
| 10Y | +1,855.0% | -99.0% | +1,954.0% | +200.7% |
| All | +3,871.9% | -100.0% | +3,971.9% | +10.0% |
Cumulative growth
Daily Returns
Daily percentage return beside QID.
Daily Out/Under-Performance
Portfolio return minus QID return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × QID 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 QID 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