+29.6%
PWR vs AMIX
-89.3%
+118.8%
-35.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +8.8% | -10.2% | -1.4% |
| 7D | -11.2% | +11.4% | -22.7% | -11.3% |
| 30D | -17.4% | -40.5% | +23.1% | -17.3% |
| 3M | -11.7% | -80.1% | +68.3% | -11.6% |
| 6M | -21.7% | -74.8% | +53.1% | -20.2% |
| YTD | +38.3% | -84.0% | +122.3% | +40.6% |
| 1Y | +29.6% | -89.7% | +119.3% | +32.1% |
| All | +29.6% | -89.3% | +118.8% | +32.1% |
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 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