+2,396.1%
PWR vs AMT
+94.9%
+2,301.2%
-45.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | -0.1% | +2.4% | +2.4% |
| 7D | +4.5% | -0.2% | +4.7% | +4.6% |
| 30D | -4.9% | +1.8% | -6.7% | -5.4% |
| 3M | -7.9% | -6.2% | -1.7% | -6.9% |
| 6M | +18.3% | -5.0% | +23.3% | +18.8% |
| YTD | +51.5% | +2.1% | +49.4% | +48.5% |
| 1Y | +70.3% | -5.7% | +76.1% | +70.5% |
| 3Y | +210.6% | +7.9% | +202.7% | +184.9% |
| 5Y | +456.7% | -32.3% | +489.0% | +498.4% |
| 10Y | +2,396.1% | +95.0% | +2,301.1% | +2,281.4% |
| All | +2,396.1% | +94.9% | +2,301.2% | +2,281.4% |
Cumulative growth
Daily Returns
Daily percentage return beside AMT.
Daily Out/Under-Performance
Portfolio return minus AMT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMT 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 AMT 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