+8,087.4%
PWR vs AIG
-82.6%
+8,170.0%
-97.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.4% | -1.0% | -0.8% |
| 7D | +11.3% | +6.6% | +4.7% | +9.8% |
| 30D | -8.9% | +7.0% | -15.9% | -10.3% |
| 3M | -10.5% | +9.7% | -20.2% | -12.5% |
| 6M | -22.2% | +10.8% | -33.0% | -24.4% |
| YTD | +42.7% | -1.3% | +44.0% | +41.7% |
| 1Y | +41.1% | +8.4% | +32.8% | +37.1% |
| 3Y | +242.7% | +39.0% | +203.7% | +213.7% |
| 5Y | +418.5% | +59.6% | +358.9% | +357.8% |
| 10Y | +1,855.0% | +68.4% | +1,786.6% | +1,548.5% |
| All | +8,087.4% | -82.6% | +8,170.0% | +8,165.3% |
Cumulative growth
Daily Returns
Daily percentage return beside AIG.
Daily Out/Under-Performance
Portfolio return minus AIG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AIG 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 all: compounded portfolio wealth divided by compounded AIG 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…
all analysis · Full analysis span regression · 6 months rolling