-16.5%
PCG vs PWR
+6,979.4%
-6,995.9%
-94.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -12.3% | +11.0% | +0.2% |
| 7D | 0.0% | -19.9% | +19.9% | +2.5% |
| 30D | +5.8% | -29.3% | +35.1% | +10.0% |
| 3M | -22.8% | -25.5% | +2.7% | -20.3% |
| 6M | -18.4% | -34.0% | +15.6% | -15.0% |
| YTD | -16.9% | +20.7% | -37.5% | -19.9% |
| 1Y | -17.6% | +12.3% | -30.0% | -20.0% |
| 3Y | -20.0% | +201.9% | -221.8% | -32.1% |
| 5Y | +16.0% | +336.8% | -320.7% | -6.5% |
| 10Y | -76.7% | +1,748.9% | -1,825.5% | -84.1% |
| All | -16.5% | +6,979.4% | -6,995.9% | -53.5% |
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