+31.4%
PWR vs AMC
+40.5%
-9.1%
-35.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.4% | +8.3% | +1.1% | +9.0% |
| 7D | -4.8% | +6.6% | -11.4% | -4.8% |
| 30D | -16.2% | +14.1% | -30.3% | -16.3% |
| 3M | -11.9% | +31.3% | -43.2% | -12.3% |
| 6M | -20.6% | +126.7% | -147.2% | -21.9% |
| YTD | +40.3% | +117.9% | -77.7% | +40.3% |
| All | +31.4% | +40.5% | -9.1% | +52.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling