+94.6%
QQQM vs PWR
+440.5%
-345.9%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -1.3% | +0.2% | -0.6% |
| 7D | -1.3% | -0.2% | -1.0% | -1.2% |
| 30D | -1.4% | -7.7% | +6.4% | +1.2% |
| 3M | +2.2% | -4.9% | +7.1% | +3.1% |
| 6M | +16.9% | +9.7% | +7.2% | +10.8% |
| YTD | +15.7% | +46.7% | -31.0% | -2.2% |
| 1Y | +22.7% | +58.7% | -36.0% | +0.2% |
| 3Y | +93.9% | +200.7% | -106.8% | +18.6% |
| 5Y | +94.6% | +438.6% | -344.0% | -11.6% |
| All | +94.6% | +440.5% | -345.9% | -11.6% |
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