+337.5%
AMD vs PWR
+443.9%
-106.3%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | +0.7% | +4.0% | +4.2% |
| 7D | +2.6% | +3.6% | -1.0% | 0.0% |
| 30D | -0.9% | -8.6% | +7.6% | +5.3% |
| 3M | -8.7% | -13.2% | +4.4% | +1.4% |
| 6M | +136.3% | +9.9% | +126.4% | +119.3% |
| YTD | +123.0% | +48.0% | +75.0% | +68.2% |
| 1Y | +195.2% | +66.2% | +129.0% | +106.4% |
| 3Y | +336.3% | +195.1% | +141.2% | +97.1% |
| All | +337.5% | +443.9% | -106.3% | +16.4% |
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