+1,865.8%
PWR vs AMC
-98.6%
+1,964.5%
-45.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.4% | +8.3% | +1.1% | +9.2% |
| 7D | -4.8% | +6.6% | -11.4% | -4.9% |
| 30D | -16.2% | +14.1% | -30.3% | -16.4% |
| 3M | -11.9% | +31.3% | -43.2% | -12.5% |
| 6M | -20.6% | +126.7% | -147.2% | -22.2% |
| YTD | +40.3% | +117.9% | -77.7% | +37.2% |
| 1Y | +33.0% | +41.1% | -8.1% | +31.3% |
| 3Y | +250.0% | -61.0% | +311.0% | +249.9% |
| 5Y | +404.2% | -99.1% | +503.3% | +425.2% |
| 10Y | +1,865.8% | -98.7% | +1,964.5% | +1,909.8% |
| All | +1,865.8% | -98.6% | +1,964.5% | +1,909.8% |
Cumulative growth
Daily Returns
Daily percentage return beside AMC.
Daily Out/Under-Performance
Portfolio return minus AMC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMC 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 10y: compounded portfolio wealth divided by compounded AMC 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…
10y analysis · Full analysis span regression · 6 months rolling