+6.3%
PCAR vs PWR
+19.4%
-13.1%
-26.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +6.3% | -8.7% | -2.9% |
| 7D | +0.1% | -12.9% | +12.9% | +0.9% |
| 30D | -4.6% | -22.8% | +18.3% | -2.3% |
| 3M | -22.6% | -19.0% | -3.6% | -21.4% |
| 6M | -12.0% | -31.1% | +19.1% | -7.9% |
| YTD | -6.1% | +28.2% | -34.3% | -12.1% |
| 1Y | +6.3% | +22.2% | -15.9% | +0.7% |
| All | +6.3% | +19.4% | -13.1% | +0.7% |
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