+1,506.2%
QQQ vs PWR
+3,460.4%
-1,954.2%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | +4.3% | -1.9% | +1.3% |
| 7D | -0.2% | +4.7% | -5.0% | -1.4% |
| 30D | -7.5% | -12.5% | +5.0% | -5.0% |
| 3M | -3.8% | -9.3% | +5.5% | -2.4% |
| 6M | -3.0% | -22.2% | +19.2% | +1.5% |
| YTD | +12.8% | +44.2% | -31.4% | +1.3% |
| 1Y | +11.6% | +35.5% | -23.9% | +1.6% |
| 3Y | +85.6% | +250.4% | -164.9% | +33.3% |
| 5Y | +82.1% | +425.6% | -343.5% | +18.0% |
| 10Y | +538.0% | +1,874.2% | -1,336.3% | +198.0% |
| All | +1,506.2% | +3,460.4% | -1,954.2% | +488.0% |
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 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