+8,390.6%
PWR vs AME
+7,268.0%
+1,122.6%
-97.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AME | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +1.5% | -0.8% | -0.4% |
| 7D | +3.6% | +0.6% | +3.0% | +3.1% |
| 30D | -8.6% | -6.7% | -1.9% | -4.0% |
| 3M | -13.2% | +4.1% | -17.2% | -15.2% |
| 6M | +9.9% | +1.6% | +8.3% | +9.4% |
| YTD | +48.0% | +16.1% | +31.9% | +34.2% |
| 1Y | +66.2% | +27.3% | +38.8% | +41.0% |
| 3Y | +195.1% | +50.9% | +144.2% | +120.7% |
| 5Y | +442.6% | +81.4% | +361.2% | +256.8% |
| 10Y | +2,334.2% | +417.0% | +1,917.3% | +684.0% |
| All | +8,390.6% | +7,268.0% | +1,122.6% | +701.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling