+30.1%
PCAR vs PWR
+66.5%
-36.4%
-15.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.7% | -0.5% | 0.0% |
| 7D | -0.5% | +3.6% | -4.1% | -1.0% |
| 30D | -6.2% | -8.6% | +2.3% | -5.0% |
| 3M | +5.9% | -13.2% | +19.1% | +8.5% |
| 6M | +0.4% | +9.9% | -9.5% | -1.9% |
| YTD | +14.8% | +48.0% | -33.2% | +7.2% |
| 1Y | +30.1% | +66.2% | -36.1% | +22.5% |
| All | +30.1% | +66.5% | -36.4% | +22.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling