+2,521.4%
PWR vs AME
+445.1%
+2,076.4%
-45.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AME | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | +3.3% | +1.9% | +2.5% |
| 7D | +4.2% | +1.7% | +2.4% | +2.8% |
| 30D | -4.0% | -6.4% | +2.4% | +1.3% |
| 3M | -4.8% | +7.1% | -11.9% | -9.6% |
| 6M | +14.6% | +8.2% | +6.5% | +8.2% |
| YTD | +54.2% | +18.2% | +36.1% | +35.7% |
| 1Y | +67.1% | +26.7% | +40.4% | +38.8% |
| 3Y | +218.5% | +60.7% | +157.8% | +115.0% |
| 5Y | +466.3% | +91.6% | +374.7% | +229.3% |
| All | +2,521.4% | +445.1% | +2,076.4% | +581.9% |
Cumulative growth
Daily Returns
Daily percentage return beside AME.
Daily Out/Under-Performance
Portfolio return minus AME return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AME 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 10y: compounded portfolio wealth divided by compounded AME 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…
10y analysis · Full analysis span regression · 6 months rolling