+1,450.1%
QLD vs PWR
+1,818.7%
-368.7%
-63.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -1.4% | +0.2% | -0.3% |
| 7D | -3.8% | -11.2% | +7.5% | +3.3% |
| 30D | -20.5% | -17.4% | -3.1% | -10.8% |
| 3M | -14.6% | -11.7% | -2.9% | -9.2% |
| 6M | -14.7% | -21.7% | +7.0% | -2.5% |
| YTD | +11.2% | +38.3% | -27.1% | -17.5% |
| 1Y | +7.1% | +29.6% | -22.5% | -16.8% |
| 3Y | +141.1% | +236.1% | -95.0% | -9.6% |
| 5Y | +84.3% | +406.3% | -322.1% | -49.2% |
| 10Y | +1,450.1% | +1,796.7% | -346.6% | +56.2% |
| All | +1,450.1% | +1,818.7% | -368.7% | +56.2% |
Cumulative growth
Daily Returns
Daily percentage return beside PWR.
Daily Out/Under-Performance
Portfolio return minus PWR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PWR 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 10y: compounded portfolio wealth divided by compounded PWR 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…
10y analysis · Full analysis span regression · 6 months rolling