-76.7%
PCG vs PWR
+1,915.1%
-1,991.8%
-94.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +9.4% | -8.0% | -1.3% |
| 7D | -1.1% | -4.8% | +3.7% | -0.5% |
| 30D | +0.1% | -16.2% | +16.3% | +4.2% |
| 3M | -24.4% | -11.9% | -12.5% | -22.7% |
| 6M | -17.7% | -20.6% | +2.9% | -14.2% |
| YTD | -17.4% | +40.3% | -57.7% | -29.1% |
| 1Y | -19.4% | +33.0% | -52.4% | -29.9% |
| 3Y | -18.6% | +250.0% | -268.6% | -52.7% |
| 5Y | +10.2% | +404.2% | -393.9% | -46.9% |
| 10Y | -76.7% | +1,865.8% | -1,942.5% | -94.0% |
| All | -76.7% | +1,915.1% | -1,991.8% | -94.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling