+209.4%
PWR vs AMIX
-100.0%
+309.4%
-35.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | -20.0% | +24.3% | +4.3% |
| 7D | +4.7% | -8.1% | +12.8% | +4.7% |
| 30D | -12.5% | -52.3% | +39.8% | -12.4% |
| 3M | -9.3% | -83.8% | +74.4% | -9.0% |
| 6M | -22.2% | -79.0% | +56.8% | -22.1% |
| YTD | +44.2% | -87.2% | +131.3% | +44.4% |
| 1Y | +35.5% | -91.7% | +127.2% | +35.9% |
| All | +209.4% | -100.0% | +309.4% | +242.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling