+199.0%
AMD vs PWR
+348.8%
-149.8%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.0% | +6.3% | +4.8% | +6.4% |
| 7D | -11.0% | -12.9% | +1.8% | -1.8% |
| 30D | -30.5% | -22.8% | -7.6% | -16.1% |
| 3M | -8.2% | -19.0% | +10.8% | +6.3% |
| 6M | +6.6% | -31.1% | +37.7% | +39.1% |
| YTD | +109.7% | +28.3% | +81.4% | +73.7% |
| 1Y | +88.9% | +22.2% | +66.7% | +61.8% |
| 3Y | +301.8% | +222.2% | +79.6% | +65.5% |
| All | +199.0% | +348.8% | -149.8% | -14.1% |
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