+591.6%
AMZN vs PWR
+1,915.1%
-1,323.4%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +9.4% | -6.4% | +0.5% |
| 7D | +8.7% | -4.8% | +13.5% | +9.2% |
| 30D | +1.7% | -16.2% | +17.9% | +5.5% |
| 3M | -2.8% | -11.9% | +9.2% | -0.8% |
| 6M | -2.1% | -20.6% | +18.5% | +1.7% |
| YTD | +15.6% | +40.3% | -24.6% | +0.7% |
| 1Y | +9.2% | +33.0% | -23.8% | -3.6% |
| 3Y | +89.9% | +250.0% | -160.1% | +23.1% |
| 5Y | +49.3% | +404.2% | -354.9% | -14.0% |
| 10Y | +591.6% | +1,865.8% | -1,274.2% | +172.2% |
| All | +591.6% | +1,915.1% | -1,323.4% | +172.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling