+29.6%
PWR vs PTC
+10.9%
+18.7%
-35.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +0.3% | -1.8% | -1.4% |
| 7D | -11.2% | +1.3% | -12.5% | -11.1% |
| 30D | -17.4% | +1.1% | -18.5% | -17.3% |
| 3M | -11.7% | +30.1% | -41.9% | -9.1% |
| 6M | -21.7% | +34.0% | -55.7% | -16.5% |
| YTD | +38.3% | +12.8% | +25.4% | +53.3% |
| 1Y | +29.6% | +10.7% | +18.8% | +45.3% |
| All | +29.6% | +10.9% | +18.7% | +45.3% |
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 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