+9,127.5%
QLD vs PWR
+4,243.8%
+4,883.7%
-83.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.7% | -0.4% | -0.1% |
| 7D | +0.6% | +3.6% | -3.0% | -1.8% |
| 30D | -0.1% | -8.6% | +8.4% | +5.5% |
| 3M | -8.4% | -13.2% | +4.8% | -0.4% |
| 6M | +32.2% | +9.9% | +22.3% | +20.5% |
| YTD | +28.9% | +48.0% | -19.1% | -4.8% |
| 1Y | +43.8% | +66.2% | -22.3% | -2.4% |
| 3Y | +176.6% | +195.1% | -18.5% | +23.9% |
| 5Y | +121.6% | +442.6% | -321.0% | -33.6% |
| 10Y | +1,652.9% | +2,334.2% | -681.3% | +83.8% |
| All | +9,127.5% | +4,243.8% | +4,883.7% | +452.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling