+438.6%
PWR vs AMCR
-9.6%
+448.2%
-33.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMCR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.3% | -1.0% | -1.2% |
| 7D | -0.2% | -5.0% | +4.7% | +1.2% |
| 30D | -7.7% | -8.0% | +0.2% | -5.7% |
| 3M | -4.9% | +14.3% | -19.2% | -9.7% |
| 6M | +9.7% | +5.3% | +4.4% | +6.6% |
| YTD | +46.7% | +7.7% | +39.0% | +40.0% |
| 1Y | +58.7% | +10.8% | +47.9% | +49.4% |
| 3Y | +200.7% | +9.6% | +191.1% | +171.6% |
| 5Y | +438.6% | -10.2% | +448.7% | +433.6% |
| All | +438.6% | -9.6% | +448.2% | +433.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling