+200.3%
PWR vs PTC
-2.9%
+203.1%
-33.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -6.0% | +6.7% | +1.8% |
| 7D | +3.6% | -10.3% | +13.9% | +5.5% |
| 30D | -8.6% | +1.1% | -9.7% | -9.1% |
| 3M | -13.2% | +1.6% | -14.8% | -13.5% |
| 6M | +9.9% | -13.5% | +23.4% | +15.4% |
| YTD | +48.0% | -19.1% | +67.1% | +59.2% |
| 1Y | +66.2% | -33.9% | +100.0% | +95.5% |
| All | +200.3% | -2.9% | +203.1% | +136.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling