+1,700.4%
PWR vs AMC
-97.7%
+1,798.1%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | +1.9% | +4.3% | +6.2% |
| 7D | -12.9% | +2.6% | -15.5% | -12.9% |
| 30D | -22.8% | +9.0% | -31.9% | -23.0% |
| 3M | -19.0% | +22.2% | -41.2% | -19.5% |
| 6M | -31.1% | +91.5% | -122.6% | -32.5% |
| YTD | +28.2% | +101.3% | -73.0% | +25.2% |
| 1Y | +22.2% | +20.8% | +1.4% | +20.7% |
| 3Y | +222.1% | -71.3% | +293.4% | +224.3% |
| 5Y | +364.1% | -99.2% | +463.3% | +390.2% |
| 10Y | +1,864.5% | -98.7% | +1,963.2% | +2,031.6% |
| All | +1,700.4% | -97.7% | +1,798.1% | +1,600.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling