+1,844.9%
PWR vs PTC
+313.0%
+1,531.9%
-45.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.1% | -0.3% | -0.3% |
| 7D | +19.1% | +0.8% | +18.2% | +18.8% |
| 30D | -12.0% | +1.2% | -13.2% | -12.3% |
| 3M | -10.6% | +32.6% | -43.2% | -20.5% |
| 6M | -20.8% | +36.1% | -56.9% | -31.4% |
| YTD | +43.7% | +12.7% | +31.1% | +32.9% |
| 1Y | +35.0% | +10.2% | +24.8% | +25.9% |
| 3Y | +249.4% | +29.4% | +220.0% | +196.8% |
| 5Y | +422.1% | +61.1% | +361.0% | +299.2% |
| All | +1,844.9% | +313.0% | +1,531.9% | +868.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling