+1,796.7%
PWR vs PTC
+315.4%
+1,481.3%
-45.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +0.3% | -1.8% | -1.5% |
| 7D | -11.2% | +1.3% | -12.5% | -11.6% |
| 30D | -17.4% | +1.1% | -18.5% | -17.7% |
| 3M | -11.7% | +30.1% | -41.9% | -21.0% |
| 6M | -21.7% | +34.0% | -55.7% | -31.7% |
| YTD | +38.3% | +12.8% | +25.4% | +27.8% |
| 1Y | +29.6% | +10.7% | +18.8% | +20.7% |
| 3Y | +236.1% | +29.6% | +206.5% | +185.4% |
| 5Y | +406.3% | +63.5% | +342.8% | +284.8% |
| 10Y | +1,796.7% | +316.7% | +1,480.0% | +843.3% |
| All | +1,796.7% | +315.4% | +1,481.3% | +843.3% |
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