+10.2%
PCG vs PWR
+396.6%
-386.4%
-43.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +9.4% | -8.0% | -0.3% |
| 7D | -1.1% | -4.8% | +3.7% | -0.6% |
| 30D | +0.1% | -16.2% | +16.3% | +2.7% |
| 3M | -24.4% | -11.9% | -12.5% | -23.3% |
| 6M | -17.7% | -20.6% | +2.9% | -15.2% |
| YTD | -17.4% | +40.3% | -57.7% | -25.5% |
| 1Y | -19.4% | +33.0% | -52.4% | -26.6% |
| 3Y | -18.6% | +250.0% | -268.6% | -45.6% |
| 5Y | +10.2% | +404.2% | -393.9% | -37.2% |
| All | +10.2% | +396.6% | -386.4% | -37.2% |
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