+257.6%
ALAB vs PWR
+145.4%
+112.2%
-63.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -0.7% | -1.9% | -1.9% |
| 7D | +16.3% | +11.3% | +5.0% | +4.2% |
| 30D | -26.1% | -8.9% | -17.3% | -18.4% |
| 3M | -31.3% | -10.5% | -20.8% | -22.7% |
| 6M | -1.0% | -22.2% | +21.2% | +31.9% |
| YTD | +33.3% | +42.7% | -9.4% | -8.7% |
| 1Y | +53.5% | +41.1% | +12.4% | +6.8% |
| All | +257.6% | +145.4% | +112.2% | +44.3% |
Cumulative growth
Daily Returns
Daily percentage return beside PWR.
Daily Out/Under-Performance
Portfolio return minus PWR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PWR 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 PWR 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