+67.1%
PWR vs QQQI
+16.9%
+50.2%
-28.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | QQQI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | +0.9% | +4.3% | +3.8% |
| 7D | +4.2% | -0.3% | +4.5% | +4.8% |
| 30D | -4.0% | -0.3% | -3.8% | -3.6% |
| 3M | -4.8% | +1.3% | -6.1% | -7.0% |
| 6M | +14.6% | +11.5% | +3.1% | -1.3% |
| YTD | +54.2% | +11.3% | +43.0% | +32.8% |
| 1Y | +67.1% | +16.9% | +50.2% | +24.9% |
| All | +67.1% | +16.9% | +50.2% | +24.9% |
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