-16.5%
PCG vs PWR
+8,011.0%
-8,027.5%
-94.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -1.4% | +2.1% | +0.9% |
| 7D | -0.5% | -11.2% | +10.8% | +0.7% |
| 30D | +0.8% | -17.4% | +18.2% | +2.7% |
| 3M | -22.0% | -11.7% | -10.3% | -21.3% |
| 6M | -17.1% | -21.7% | +4.6% | -15.4% |
| YTD | -16.9% | +38.3% | -55.1% | -21.3% |
| 1Y | -19.1% | +29.6% | -48.6% | -22.8% |
| 3Y | -19.4% | +236.1% | -255.6% | -32.6% |
| 5Y | +9.0% | +406.3% | -397.3% | -13.8% |
| 10Y | -76.2% | +1,796.7% | -1,872.9% | -83.9% |
| All | -16.5% | +8,011.0% | -8,027.5% | -54.3% |
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