+242.7%
PWR vs AMT
+16.9%
+225.8%
-35.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +1.0% | -1.7% | -0.5% |
| 7D | +11.3% | +1.5% | +9.8% | +11.6% |
| 30D | -8.9% | +6.8% | -15.7% | -7.9% |
| 3M | -10.5% | +11.2% | -21.7% | -9.1% |
| 6M | -22.2% | +12.5% | -34.6% | -20.7% |
| YTD | +42.7% | +12.5% | +30.2% | +45.9% |
| 1Y | +41.1% | +10.1% | +31.0% | +44.0% |
| 3Y | +242.7% | +16.0% | +226.7% | +237.8% |
| All | +242.7% | +16.9% | +225.8% | +237.8% |
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 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