-31.1%
PWR vs AMT
+7.5%
-38.6%
-35.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | AMT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | -2.7% | +8.9% | +4.8% |
| 7D | -12.9% | +0.5% | -13.4% | -12.3% |
| 30D | -22.8% | +13.6% | -36.5% | -18.0% |
| 3M | -19.0% | +11.5% | -30.5% | -14.9% |
| 6M | -31.1% | +6.9% | -38.0% | -28.5% |
| All | -31.1% | +7.5% | -38.6% | -28.5% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling