+354.9%
PWR vs AMT
-20.2%
+375.0%
-35.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | -2.7% | +8.9% | +6.6% |
| 7D | -12.9% | +0.5% | -13.4% | -13.0% |
| 30D | -22.8% | +13.6% | -36.5% | -24.5% |
| 3M | -19.0% | +11.5% | -30.5% | -20.6% |
| 6M | -31.1% | +6.9% | -38.0% | -32.4% |
| YTD | +28.2% | +10.8% | +17.4% | +24.5% |
| 1Y | +22.2% | +10.3% | +11.9% | +18.8% |
| 3Y | +222.1% | +12.4% | +209.7% | +192.7% |
| All | +354.9% | -20.2% | +375.0% | +396.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling