+555.5%
AMZN vs PWR
+2,399.9%
-1,844.4%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +2.3% | -2.9% | -1.2% |
| 7D | +0.8% | +4.5% | -3.7% | -0.4% |
| 30D | -6.4% | -4.9% | -1.5% | -5.4% |
| 3M | +4.8% | -7.9% | +12.7% | +6.0% |
| 6M | +20.5% | +18.3% | +2.2% | +12.6% |
| YTD | +11.3% | +51.5% | -40.2% | -3.9% |
| 1Y | +9.0% | +70.3% | -61.4% | -9.7% |
| 3Y | +85.9% | +210.6% | -124.7% | +26.0% |
| 5Y | +45.8% | +456.7% | -410.9% | -17.1% |
| 10Y | +555.5% | +2,396.1% | -1,840.6% | +133.1% |
| All | +555.5% | +2,399.9% | -1,844.4% | +133.1% |
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 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