+1,796.7%
PWR vs AMC
-98.7%
+1,895.4%
-45.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +1.8% | -3.2% | -1.4% |
| 7D | -11.2% | +5.5% | -16.7% | -11.3% |
| 30D | -17.4% | +16.1% | -33.5% | -17.6% |
| 3M | -11.7% | +43.0% | -54.7% | -12.4% |
| 6M | -21.7% | +130.7% | -152.4% | -23.4% |
| YTD | +38.3% | +121.8% | -83.5% | +35.2% |
| 1Y | +29.6% | +40.7% | -11.1% | +27.9% |
| 3Y | +236.1% | -56.8% | +292.9% | +235.4% |
| 5Y | +406.3% | -99.1% | +505.4% | +427.0% |
| 10Y | +1,796.7% | -98.7% | +1,895.4% | +1,837.4% |
| All | +1,796.7% | -98.7% | +1,895.4% | +1,837.4% |
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