+247.2%
AMAT vs PWR
+443.9%
-196.7%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | +0.7% | +3.6% | +3.8% |
| 7D | -1.5% | +3.6% | -5.1% | -3.9% |
| 30D | -14.8% | -8.6% | -6.2% | -9.4% |
| 3M | -9.3% | -13.2% | +3.9% | +1.2% |
| 6M | +27.4% | +9.9% | +17.5% | +21.0% |
| YTD | +77.6% | +48.0% | +29.5% | +39.1% |
| 1Y | +188.9% | +66.2% | +122.8% | +110.3% |
| 3Y | +202.3% | +195.1% | +7.2% | +46.2% |
| All | +247.2% | +443.9% | -196.7% | +5.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling