+32.4%
PWR vs QQQI
+8.3%
+24.1%
-30.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | QQQI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -11.7% | +1.0% | -12.6% | -13.0% |
| 7D | -4.4% | -4.2% | -0.1% | +1.5% |
| 30D | -15.1% | -7.1% | -8.0% | -5.5% |
| 3M | -16.2% | -2.7% | -13.6% | -12.8% |
| 6M | -23.3% | +2.0% | -25.3% | -25.6% |
| YTD | +37.6% | +8.2% | +29.4% | +24.0% |
| 1Y | +32.4% | +8.9% | +23.5% | +18.8% |
| All | +32.4% | +8.3% | +24.1% | +18.8% |
Cumulative growth
Daily Returns
Daily percentage return beside QQQI.
Daily Out/Under-Performance
Portfolio return minus QQQI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × QQQI 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 QQQI 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