+1,481.8%
QQQ vs PWR
+3,425.7%
-1,943.9%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.7% | -0.5% | -1.0% |
| 7D | +3.6% | +11.3% | -7.7% | +1.0% |
| 30D | -6.7% | -8.9% | +2.1% | -5.2% |
| 3M | -7.0% | -10.5% | +3.5% | -5.4% |
| 6M | -4.7% | -22.2% | +17.5% | -0.2% |
| YTD | +11.1% | +42.7% | -31.7% | 0.0% |
| 1Y | +12.3% | +41.1% | -28.8% | +1.3% |
| 3Y | +83.3% | +242.7% | -159.4% | +32.4% |
| 5Y | +77.5% | +418.5% | -341.1% | +15.3% |
| 10Y | +528.3% | +1,855.0% | -1,326.7% | +194.2% |
| All | +1,481.8% | +3,425.7% | -1,943.9% | +480.4% |
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