+32.4%
PWR vs PTC
+0.1%
+32.3%
-30.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -11.7% | +0.6% | -12.2% | -11.6% |
| 7D | -4.4% | +0.1% | -4.5% | -4.3% |
| 30D | -15.1% | +1.5% | -16.6% | -14.9% |
| 3M | -16.2% | +37.8% | -54.0% | -12.8% |
| 6M | -23.3% | +41.2% | -64.6% | -18.1% |
| YTD | +37.6% | +12.0% | +25.6% | +52.3% |
| 1Y | +32.4% | +1.6% | +30.8% | +51.5% |
| All | +32.4% | +0.1% | +32.3% | +51.5% |
Cumulative growth
Daily Returns
Daily percentage return beside PTC.
Daily Out/Under-Performance
Portfolio return minus PTC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PTC 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 1y: compounded portfolio wealth divided by compounded PTC 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…
1y analysis · Full analysis span regression · 6 months rolling