+61.4%
AMAT vs PWR
+31.4%
+29.9%
-48.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -11.7% | +8.4% | +6.4% |
| 7D | -11.2% | -4.4% | -6.8% | -9.0% |
| 30D | -31.9% | -15.1% | -16.8% | -22.8% |
| 3M | -32.3% | -16.2% | -16.1% | -22.5% |
| 6M | -5.4% | -23.3% | +17.9% | +16.6% |
| YTD | +44.3% | +37.6% | +6.6% | +10.1% |
| 1Y | +61.4% | +32.4% | +29.0% | +26.3% |
| All | +61.4% | +31.4% | +29.9% | +26.3% |
Cumulative growth
Daily Returns
Daily percentage return beside PWR.
Daily Out/Under-Performance
Portfolio return minus PWR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PWR 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 PWR 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