+196.6%
AMD vs PWR
+349.5%
-152.9%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -17.3% | -12.3% | -5.0% | -8.2% |
| 7D | -28.6% | -19.9% | -8.7% | -16.2% |
| 30D | -37.7% | -29.3% | -8.5% | -20.0% |
| 3M | -16.1% | -25.5% | +9.4% | +3.1% |
| 6M | +13.8% | -34.0% | +47.8% | +53.6% |
| YTD | +88.8% | +20.7% | +68.1% | +63.1% |
| 1Y | +57.8% | +12.3% | +45.4% | +43.5% |
| 3Y | +260.3% | +201.9% | +58.4% | +54.3% |
| 5Y | +196.6% | +336.8% | -140.1% | -12.8% |
| All | +196.6% | +349.5% | -152.9% | -12.8% |
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