+1,978.3%
PWR vs AMC
-98.1%
+2,076.4%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +4.3% | -3.6% | +0.6% |
| 7D | +3.6% | +2.3% | +1.3% | +3.5% |
| 30D | -8.6% | -0.7% | -7.8% | -8.6% |
| 3M | -13.2% | +35.2% | -48.4% | -14.1% |
| 6M | +9.9% | +124.6% | -114.7% | +7.1% |
| YTD | +48.0% | +69.9% | -21.8% | +45.1% |
| 1Y | +66.2% | -2.6% | +68.7% | +65.0% |
| 3Y | +195.1% | -79.8% | +274.9% | +198.7% |
| 5Y | +442.6% | -99.4% | +542.0% | +475.9% |
| 10Y | +2,334.2% | -98.9% | +2,433.1% | +2,529.8% |
| All | +1,978.3% | -98.1% | +2,076.4% | +1,872.2% |
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 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