+446.0%
PWR vs PTC
+6.0%
+440.0%
-33.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -6.0% | +6.7% | +2.6% |
| 7D | +3.6% | -10.3% | +13.9% | +7.1% |
| 30D | -8.6% | +1.1% | -9.7% | -9.5% |
| 3M | -13.2% | +1.6% | -14.8% | -14.8% |
| 6M | +9.9% | -13.5% | +23.4% | +14.5% |
| YTD | +48.0% | -19.1% | +67.1% | +58.0% |
| 1Y | +66.2% | -33.9% | +100.0% | +95.0% |
| 3Y | +195.1% | -3.9% | +199.0% | +176.2% |
| All | +446.0% | +6.0% | +440.0% | +378.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling