+4,019.0%
PWR vs QID
-100.0%
+4,119.0%
-69.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | QID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.4% | +1.1% | +0.5% |
| 7D | +3.6% | -0.6% | +4.2% | +3.3% |
| 30D | -8.6% | 0.0% | -8.6% | -8.4% |
| 3M | -13.2% | +3.7% | -16.9% | -8.9% |
| 6M | +9.9% | -29.9% | +39.7% | -4.2% |
| YTD | +48.0% | -28.8% | +76.8% | +30.7% |
| 1Y | +66.2% | -37.2% | +103.3% | +39.9% |
| 3Y | +195.1% | -73.7% | +268.8% | +83.5% |
| 5Y | +442.6% | -80.7% | +523.3% | +243.2% |
| 10Y | +2,334.2% | -99.1% | +2,433.4% | +250.2% |
| All | +4,019.0% | -100.0% | +4,119.0% | +5.9% |
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