+94.4%
QQQ vs PWR
+458.8%
-364.5%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +2.3% | -2.4% | -0.9% |
| 7D | +1.5% | +4.5% | -3.0% | 0.0% |
| 30D | -0.6% | -4.9% | +4.2% | +0.9% |
| 3M | +0.4% | -7.9% | +8.3% | +2.5% |
| 6M | +20.1% | +18.3% | +1.7% | +10.7% |
| YTD | +17.2% | +51.5% | -34.3% | -2.1% |
| 1Y | +24.7% | +70.3% | -45.6% | -1.0% |
| 3Y | +96.2% | +210.6% | -114.4% | +18.2% |
| 5Y | +94.4% | +456.7% | -362.3% | -13.3% |
| All | +94.4% | +458.8% | -364.5% | -13.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling