+67.1%
PWR vs AMCR
+9.4%
+57.8%
-28.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMCR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | -1.6% | +6.7% | +5.2% |
| 7D | +4.2% | -6.3% | +10.5% | +4.3% |
| 30D | -4.0% | -7.8% | +3.8% | -3.9% |
| 3M | -4.8% | +7.5% | -12.3% | -6.2% |
| 6M | +14.6% | +2.7% | +11.9% | +11.0% |
| YTD | +54.2% | +6.0% | +48.2% | +51.0% |
| 1Y | +67.1% | +7.8% | +59.3% | +66.6% |
| All | +67.1% | +9.4% | +57.8% | +66.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling