+214.6%
PWR vs QQQI
+56.3%
+158.3%
-33.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | QQQI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.9% | -0.4% | -0.1% |
| 7D | -0.2% | -1.0% | +0.8% | +1.2% |
| 30D | -7.7% | -0.6% | -7.2% | -7.0% |
| 3M | -4.9% | +3.4% | -8.3% | -8.6% |
| 6M | +9.7% | +10.6% | -0.9% | -3.3% |
| YTD | +46.7% | +10.3% | +36.4% | +29.8% |
| 1Y | +58.7% | +16.3% | +42.4% | +31.8% |
| All | +214.6% | +56.3% | +158.3% | +78.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling