+1,570.9%
QQQ vs PWR
+3,556.2%
-1,985.3%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.7% | -0.5% | 0.0% |
| 7D | +0.4% | +3.6% | -3.2% | -0.5% |
| 30D | +0.2% | -8.6% | +8.8% | +2.2% |
| 3M | -2.8% | -13.2% | +10.3% | -0.1% |
| 6M | +18.0% | +9.9% | +8.1% | +14.1% |
| YTD | +17.3% | +48.0% | -30.7% | +5.5% |
| 1Y | +25.6% | +66.2% | -40.6% | +9.6% |
| 3Y | +93.7% | +195.1% | -101.4% | +45.4% |
| 5Y | +94.2% | +442.6% | -348.4% | +25.6% |
| 10Y | +557.9% | +2,334.2% | -1,776.4% | +195.5% |
| All | +1,570.9% | +3,556.2% | -1,985.3% | +512.2% |
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