+58.9%
PWR vs AEM
+30.1%
+28.8%
-28.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AEM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -2.9% | +1.6% | -0.6% |
| 7D | -0.2% | -5.0% | +4.8% | +1.1% |
| 30D | -7.7% | +8.5% | -16.2% | -10.5% |
| 3M | -4.9% | +29.3% | -34.2% | -12.9% |
| 6M | +9.7% | -12.9% | +22.7% | +10.6% |
| YTD | +46.7% | +16.8% | +29.9% | +35.0% |
| All | +58.9% | +30.1% | +28.8% | +39.5% |
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