+411.1%
PWR vs AMC
-99.2%
+510.3%
-35.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -2.7% | +2.0% | -0.5% |
| 7D | +11.3% | +3.5% | +7.8% | +11.1% |
| 30D | -8.9% | +12.5% | -21.3% | -9.4% |
| 3M | -10.5% | +23.6% | -34.1% | -11.5% |
| 6M | -22.2% | +144.4% | -166.5% | -26.4% |
| YTD | +42.7% | +108.3% | -65.6% | +35.5% |
| 1Y | +41.1% | +38.9% | +2.2% | +36.8% |
| 3Y | +242.7% | -58.9% | +301.6% | +246.1% |
| All | +411.1% | -99.2% | +510.3% | +569.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling