+66.2%
PWR vs AEM
+40.5%
+25.7%
-28.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AEM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -1.2% | +1.9% | +1.0% |
| 7D | +3.6% | -0.5% | +4.1% | +3.7% |
| 30D | -8.6% | +24.0% | -32.6% | -14.7% |
| 3M | -13.2% | +16.1% | -29.3% | -18.0% |
| 6M | +9.9% | -11.6% | +21.5% | +10.3% |
| YTD | +48.0% | +21.5% | +26.5% | +35.1% |
| 1Y | +66.2% | +39.2% | +27.0% | +53.8% |
| All | +66.2% | +40.5% | +25.7% | +53.8% |
Cumulative growth
Daily Returns
Daily percentage return beside AEM.
Daily Out/Under-Performance
Portfolio return minus AEM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEM 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 1y: compounded portfolio wealth divided by compounded AEM 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…
1y analysis · Full analysis span regression · 6 months rolling