+230.8%
PWR vs QQQI
+57.7%
+173.1%
-33.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | QQQI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | +0.9% | +4.3% | +4.0% |
| 7D | +4.2% | -0.3% | +4.5% | +4.7% |
| 30D | -4.0% | -0.3% | -3.8% | -3.6% |
| 3M | -4.8% | +1.3% | -6.1% | -6.2% |
| 6M | +14.6% | +11.5% | +3.1% | +0.1% |
| YTD | +54.2% | +11.3% | +43.0% | +34.9% |
| 1Y | +67.1% | +16.9% | +50.2% | +37.9% |
| All | +230.8% | +57.7% | +173.1% | +85.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling