+2,396.1%
PWR vs PTC
+204.7%
+2,191.3%
-45.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | -5.5% | +7.8% | +4.3% |
| 7D | +4.5% | -12.8% | +17.3% | +9.5% |
| 30D | -4.9% | -9.8% | +4.9% | -1.9% |
| 3M | -7.9% | -2.1% | -5.8% | -9.1% |
| 6M | +18.3% | -18.1% | +36.4% | +24.2% |
| YTD | +51.5% | -23.5% | +75.0% | +62.6% |
| 1Y | +70.3% | -37.4% | +107.7% | +98.5% |
| 3Y | +210.6% | -7.2% | +217.8% | +199.9% |
| 5Y | +456.7% | +2.7% | +454.0% | +406.0% |
| 10Y | +2,396.1% | +203.4% | +2,192.7% | +1,270.4% |
| All | +2,396.1% | +204.7% | +2,191.3% | +1,270.4% |
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