+1,831.6%
PWR vs RCAT
-99.8%
+1,931.4%
-45.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RCAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -3.4% | +2.7% | -0.7% |
| 7D | +11.3% | -5.9% | +17.2% | +11.4% |
| 30D | -8.9% | -19.7% | +10.8% | -8.7% |
| 3M | -10.5% | -62.9% | +52.4% | -9.8% |
| 6M | -22.2% | -59.6% | +37.4% | -21.7% |
| YTD | +42.7% | -52.1% | +94.8% | +43.3% |
| 1Y | +41.1% | -50.9% | +92.0% | +41.6% |
| 3Y | +242.7% | +333.8% | -91.0% | +239.0% |
| 5Y | +418.5% | +40.7% | +377.8% | +414.0% |
| All | +1,831.6% | -99.8% | +1,931.4% | +1,782.6% |
Cumulative growth
Daily Returns
Daily percentage return beside RCAT.
Daily Out/Under-Performance
Portfolio return minus RCAT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RCAT 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 RCAT 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