+2,783.7%
PWR vs AMCR
+102.7%
+2,681.0%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | AMCR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | -1.8% | +4.1% | +2.8% |
| 7D | +4.5% | -1.8% | +6.4% | +5.0% |
| 30D | -4.9% | -6.0% | +1.1% | -3.4% |
| 3M | -7.9% | +18.9% | -26.8% | -12.9% |
| 6M | +18.3% | +5.7% | +12.7% | +15.3% |
| YTD | +51.5% | +11.1% | +40.4% | +44.5% |
| 1Y | +70.3% | +14.4% | +55.9% | +60.7% |
| 3Y | +210.6% | +13.0% | +197.6% | +188.8% |
| 5Y | +456.7% | -7.5% | +464.2% | +449.5% |
| 10Y | +2,396.1% | +20.1% | +2,376.0% | +2,100.4% |
| All | +2,783.7% | +102.7% | +2,681.0% | +2,511.2% |
Cumulative growth
Daily Returns
Daily percentage return beside AMCR.
Daily Out/Under-Performance
Portfolio return minus AMCR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMCR 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 1990-01-01 to 2026-09-08: compounded portfolio wealth divided by compounded AMCR 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling