+1,874.2%
PWR vs AMC
-98.7%
+1,972.9%
-45.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | -1.2% | +5.4% | +4.3% |
| 7D | +4.7% | -2.8% | +7.6% | +4.8% |
| 30D | -12.5% | +14.0% | -26.5% | -12.7% |
| 3M | -9.3% | +42.5% | -51.8% | -10.0% |
| 6M | -22.2% | +142.6% | -164.7% | -23.9% |
| YTD | +44.2% | +119.2% | -75.1% | +41.0% |
| 1Y | +35.5% | +40.7% | -5.2% | +33.8% |
| 3Y | +250.4% | -57.3% | +307.7% | +249.8% |
| 5Y | +425.6% | -99.1% | +524.8% | +447.4% |
| 10Y | +1,874.2% | -98.7% | +1,972.9% | +1,924.2% |
| All | +1,874.2% | -98.7% | +1,972.9% | +1,924.2% |
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