+8,143.9%
PWR vs AME
+7,381.8%
+762.1%
-97.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AME | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.6% | -0.9% | -0.7% |
| 7D | +19.1% | +8.1% | +11.0% | +12.9% |
| 30D | -12.0% | -3.8% | -8.2% | -8.6% |
| 3M | -10.6% | -6.6% | -4.0% | -5.0% |
| 6M | -20.8% | +4.6% | -25.4% | -21.9% |
| YTD | +43.7% | +17.9% | +25.8% | +30.5% |
| 1Y | +35.0% | +23.2% | +11.7% | +19.0% |
| 3Y | +249.4% | +62.9% | +186.5% | +150.8% |
| 5Y | +422.1% | +77.5% | +344.6% | +253.6% |
| 10Y | +1,868.4% | +444.7% | +1,423.8% | +519.9% |
| All | +8,143.9% | +7,381.8% | +762.1% | +679.4% |
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