+1,321.9%
AMAT vs PWR
+1,844.4%
-522.5%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -0.7% | -2.1% | -2.3% |
| 7D | +11.4% | +11.3% | +0.1% | +4.0% |
| 30D | -17.0% | -8.9% | -8.2% | -11.9% |
| 3M | -30.6% | -10.5% | -20.1% | -25.6% |
| 6M | -14.9% | -22.2% | +7.2% | +1.1% |
| YTD | +44.7% | +42.7% | +1.9% | +16.9% |
| 1Y | +66.9% | +41.1% | +25.8% | +35.7% |
| 3Y | +153.3% | +242.7% | -89.4% | +15.3% |
| 5Y | +146.2% | +418.5% | -272.3% | -15.6% |
| All | +1,321.9% | +1,844.4% | -522.5% | +110.1% |
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