+4,689.6%
AMAT vs PWR
+6,979.4%
-2,289.8%
-85.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -13.6% | -12.3% | -1.3% | -9.7% |
| 7D | -24.3% | -19.9% | -4.4% | -18.8% |
| 30D | -39.8% | -29.3% | -10.5% | -32.8% |
| 3M | -40.2% | -25.5% | -14.7% | -34.3% |
| 6M | -22.1% | -34.0% | +11.9% | -10.3% |
| YTD | +24.7% | +20.7% | +4.0% | +19.9% |
| 1Y | +33.3% | +12.3% | +20.9% | +31.1% |
| 3Y | +133.9% | +201.9% | -68.0% | +72.8% |
| 5Y | +117.1% | +336.8% | -219.7% | +44.8% |
| 10Y | +1,158.7% | +1,748.9% | -590.2% | +472.2% |
| All | +4,689.6% | +6,979.4% | -2,289.8% | +1,120.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling