+438.6%
PWR vs AEM
+294.2%
+144.4%
-33.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AEM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -2.9% | +1.6% | -0.8% |
| 7D | -0.2% | -5.0% | +4.8% | +0.7% |
| 30D | -7.7% | +8.5% | -16.2% | -9.5% |
| 3M | -4.9% | +29.3% | -34.2% | -10.0% |
| 6M | +9.7% | -12.9% | +22.7% | +10.8% |
| YTD | +46.7% | +16.8% | +29.9% | +40.8% |
| 1Y | +58.7% | +29.8% | +28.9% | +49.6% |
| 3Y | +200.7% | +336.7% | -136.0% | +135.5% |
| 5Y | +438.6% | +299.9% | +138.6% | +317.1% |
| All | +438.6% | +294.2% | +144.4% | +317.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling