+86.1%
QQQ vs PWR
+250.5%
-164.4%
-22.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | +4.3% | -1.9% | +1.0% |
| 7D | -0.2% | +4.7% | -5.0% | -1.8% |
| 30D | -7.5% | -12.5% | +5.0% | -4.5% |
| 3M | -3.8% | -9.3% | +5.5% | -2.1% |
| 6M | -3.0% | -22.2% | +19.2% | +3.0% |
| YTD | +12.8% | +44.2% | -31.4% | -4.0% |
| 1Y | +11.6% | +35.5% | -23.9% | -3.1% |
| All | +86.1% | +250.5% | -164.4% | +13.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling