+4,216.1%
PCAR vs PWR
+8,583.6%
-4,367.5%
-66.2%
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 | -0.5% | +3.6% | -4.1% | -1.3% |
| 30D | -6.2% | -8.6% | +2.3% | -4.4% |
| 3M | +5.9% | -13.2% | +19.1% | +8.6% |
| 6M | +0.4% | +9.9% | -9.5% | -3.2% |
| YTD | +14.8% | +48.0% | -33.2% | +2.9% |
| 1Y | +30.1% | +66.2% | -36.1% | +13.0% |
| 3Y | +66.7% | +195.1% | -128.5% | +23.0% |
| 5Y | +166.1% | +442.6% | -276.4% | +67.9% |
| 10Y | +353.7% | +2,334.2% | -1,980.6% | +100.2% |
| All | +4,216.1% | +8,583.6% | -4,367.5% | +1,387.0% |
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