+142.7%
AMAT vs PWR
+221.0%
-78.3%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +6.3% | -2.0% | -0.4% |
| 7D | -14.7% | -12.9% | -1.8% | -6.2% |
| 30D | -36.1% | -22.8% | -13.2% | -23.1% |
| 3M | -36.9% | -19.0% | -17.8% | -26.9% |
| 6M | -22.2% | -31.1% | +8.9% | +1.6% |
| YTD | +29.9% | +28.2% | +1.7% | +11.7% |
| 1Y | +43.3% | +22.2% | +21.1% | +27.0% |
| 3Y | +142.7% | +222.1% | -79.5% | +6.7% |
| All | +142.7% | +221.0% | -78.3% | +6.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling