+87.5%
AMZN vs PWR
+201.3%
-113.8%
-30.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.7% | -0.9% | -0.3% |
| 7D | -3.0% | +3.6% | -6.6% | -3.8% |
| 30D | -5.2% | -8.6% | +3.4% | -3.3% |
| 3M | +1.9% | -13.2% | +15.0% | +4.5% |
| 6M | +19.2% | +9.9% | +9.3% | +13.5% |
| YTD | +12.0% | +48.0% | -36.0% | -3.4% |
| 1Y | +9.7% | +66.2% | -56.5% | -9.7% |
| All | +87.5% | +201.3% | -113.8% | +27.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling