+2,177.1%
PWR vs QSR
+206.0%
+1,971.2%
-45.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | QSR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -1.6% | -0.3% | -1.3% |
| 7D | +2.7% | -2.4% | +5.0% | +3.5% |
| 30D | -5.1% | +5.7% | -10.8% | -7.3% |
| 3M | -9.4% | +6.9% | -16.3% | -12.4% |
| 6M | +10.4% | +6.9% | +3.5% | +6.4% |
| YTD | +48.6% | +14.9% | +33.7% | +38.7% |
| 1Y | +68.0% | +29.1% | +38.9% | +48.9% |
| 3Y | +204.7% | +26.1% | +178.6% | +167.3% |
| 5Y | +451.9% | +42.3% | +409.6% | +355.9% |
| 10Y | +2,425.3% | +134.0% | +2,291.4% | +1,527.4% |
| All | +2,177.1% | +206.0% | +1,971.2% | +1,226.8% |
Cumulative growth
Daily Returns
Daily percentage return beside QSR.
Daily Out/Under-Performance
Portfolio return minus QSR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × QSR 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 QSR 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