+1,315.3%
AMAT vs PWR
+1,915.1%
-599.8%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.4% | +9.4% | +2.0% | +5.2% |
| 7D | -1.1% | -4.8% | +3.7% | +1.9% |
| 30D | -26.9% | -16.2% | -10.7% | -18.0% |
| 3M | -31.2% | -11.9% | -19.2% | -25.4% |
| 6M | -14.7% | -20.6% | +5.9% | +0.1% |
| YTD | +44.7% | +40.3% | +4.5% | +18.2% |
| 1Y | +62.0% | +33.0% | +28.9% | +36.7% |
| 3Y | +165.0% | +250.0% | -85.0% | +19.3% |
| 5Y | +147.1% | +404.2% | -257.1% | -13.6% |
| 10Y | +1,315.3% | +1,865.8% | -550.6% | +117.5% |
| All | +1,315.3% | +1,915.1% | -599.8% | +117.5% |
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