+1,865.8%
PWR vs AMT
+116.9%
+1,749.0%
-45.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.4% | +0.1% | +9.2% | +9.3% |
| 7D | -4.8% | +0.4% | -5.2% | -5.0% |
| 30D | -16.2% | +3.7% | -19.9% | -17.2% |
| 3M | -11.9% | +10.7% | -22.7% | -14.6% |
| 6M | -20.6% | +9.3% | -29.8% | -23.4% |
| YTD | +40.3% | +10.9% | +29.3% | +34.1% |
| 1Y | +33.0% | +10.5% | +22.5% | +27.4% |
| 3Y | +250.0% | +15.5% | +234.5% | +215.3% |
| 5Y | +404.2% | -20.6% | +424.7% | +416.3% |
| 10Y | +1,865.8% | +124.5% | +1,741.3% | +1,790.8% |
| All | +1,865.8% | +116.9% | +1,749.0% | +1,790.8% |
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