+1,425.2%
AMAT vs PWR
+1,887.5%
-462.3%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | +4.3% | +1.8% | +3.2% |
| 7D | +7.0% | +4.7% | +2.2% | +4.2% |
| 30D | -20.6% | -12.5% | -8.1% | -13.3% |
| 3M | -24.8% | -9.3% | -15.4% | -20.0% |
| 6M | -10.7% | -22.2% | +11.4% | +6.0% |
| YTD | +54.3% | +44.2% | +10.1% | +23.8% |
| 1Y | +73.7% | +35.5% | +38.2% | +44.7% |
| 3Y | +168.4% | +250.4% | -82.0% | +20.4% |
| 5Y | +167.6% | +425.6% | -258.1% | -9.1% |
| 10Y | +1,425.2% | +1,874.2% | -449.0% | +124.7% |
| All | +1,425.2% | +1,887.5% | -462.3% | +124.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling