+7,256.3%
PWR vs PTC
+166.8%
+7,089.6%
-97.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | +0.2% | +6.0% | +6.2% |
| 7D | -12.9% | -0.2% | -12.6% | -12.8% |
| 30D | -22.8% | +0.8% | -23.6% | -23.0% |
| 3M | -19.0% | +32.1% | -51.1% | -26.5% |
| 6M | -31.1% | +42.6% | -73.7% | -39.8% |
| YTD | +28.3% | +12.0% | +16.3% | +19.1% |
| 1Y | +22.2% | +12.2% | +10.1% | +13.5% |
| 3Y | +222.2% | +31.2% | +191.0% | +183.1% |
| 5Y | +364.2% | +54.9% | +309.3% | +286.7% |
| 10Y | +1,864.8% | +343.1% | +1,521.7% | +1,079.0% |
| All | +7,256.3% | +166.8% | +7,089.6% | +2,676.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling