+7,256.1%
QLD vs PWR
+3,441.3%
+3,814.8%
-83.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.7% | -12.3% | -0.4% | -4.6% |
| 7D | -18.6% | -19.9% | +1.3% | -6.5% |
| 30D | -28.3% | -29.3% | +1.0% | -11.0% |
| 3M | -20.4% | -25.5% | +5.1% | -5.3% |
| 6M | -14.3% | -34.0% | +19.7% | +9.3% |
| YTD | +2.8% | +20.7% | -17.9% | -14.6% |
| 1Y | -1.2% | +12.3% | -13.6% | -13.9% |
| 3Y | +135.3% | +201.9% | -66.6% | +2.8% |
| 5Y | +62.6% | +336.8% | -274.2% | -44.5% |
| 10Y | +1,384.3% | +1,748.9% | -364.6% | +83.6% |
| All | +7,256.1% | +3,441.3% | +3,814.8% | +395.8% |
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