+1,587.5%
AMAT vs PWR
+2,321.3%
-733.8%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | +0.7% | +3.6% | +3.9% |
| 7D | -1.5% | +3.6% | -5.1% | -3.8% |
| 30D | -14.8% | -8.6% | -6.2% | -9.7% |
| 3M | -9.3% | -13.2% | +3.9% | +0.7% |
| 6M | +27.4% | +9.9% | +17.5% | +21.3% |
| YTD | +77.6% | +48.0% | +29.5% | +40.5% |
| 1Y | +188.9% | +66.2% | +122.8% | +112.9% |
| 3Y | +202.3% | +195.1% | +7.2% | +50.7% |
| 5Y | +248.9% | +442.6% | -193.7% | +17.2% |
| All | +1,587.5% | +2,321.3% | -733.8% | +127.2% |
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