+32.4%
PWR vs AMIX
-92.3%
+124.7%
-30.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -11.7% | -3.0% | -8.6% | -11.6% |
| 7D | -4.4% | -25.1% | +20.8% | -4.3% |
| 30D | -15.1% | -54.5% | +39.5% | -15.0% |
| 3M | -16.2% | -91.7% | +75.5% | -16.0% |
| 6M | -23.3% | -79.4% | +56.1% | -22.0% |
| YTD | +37.6% | -86.1% | +123.7% | +39.5% |
| 1Y | +32.4% | -91.6% | +124.0% | +34.4% |
| All | +32.4% | -92.3% | +124.7% | +34.4% |
Cumulative growth
Daily Returns
Daily percentage return beside AMIX.
Daily Out/Under-Performance
Portfolio return minus AMIX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMIX 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 AMIX 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