+222.1%
PWR vs AMT
+10.5%
+211.6%
-35.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | -2.7% | +8.9% | +5.8% |
| 7D | -12.9% | +0.5% | -13.4% | -12.7% |
| 30D | -22.8% | +13.6% | -36.5% | -21.5% |
| 3M | -19.0% | +11.5% | -30.5% | -17.8% |
| 6M | -31.1% | +6.9% | -38.0% | -30.1% |
| YTD | +28.2% | +10.8% | +17.4% | +30.7% |
| 1Y | +22.2% | +10.3% | +11.9% | +24.6% |
| 3Y | +222.1% | +12.4% | +209.7% | +209.1% |
| All | +222.1% | +10.5% | +211.6% | +209.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling