+74.9%
PWR vs AMRZ
-17.3%
+92.2%
-28.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMRZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | -4.3% | +6.6% | +2.8% |
| 7D | +4.5% | -2.0% | +6.5% | +4.7% |
| 30D | -4.9% | -9.8% | +5.0% | -3.8% |
| 3M | -7.9% | -17.2% | +9.3% | -6.1% |
| 6M | +18.3% | -26.9% | +45.3% | +22.2% |
| YTD | +51.5% | -21.5% | +73.0% | +54.4% |
| 1Y | +70.3% | -22.9% | +93.2% | +69.3% |
| All | +74.9% | -17.3% | +92.2% | +74.7% |
Cumulative growth
Daily Returns
Daily percentage return beside AMRZ.
Daily Out/Under-Performance
Portfolio return minus AMRZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMRZ 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 3y: compounded portfolio wealth divided by compounded AMRZ 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…
3y analysis · Full analysis span regression · 6 months rolling