+2,396.1%
PWR vs ALB
+78.9%
+2,317.1%
-45.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ALB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | +2.6% | -0.3% | +1.6% |
| 7D | +4.5% | -4.4% | +8.9% | +5.8% |
| 30D | -4.9% | -1.2% | -3.7% | -4.9% |
| 3M | -7.9% | -13.3% | +5.4% | -4.5% |
| 6M | +18.3% | -19.8% | +38.1% | +24.0% |
| YTD | +51.5% | -7.9% | +59.4% | +50.7% |
| 1Y | +70.3% | +60.2% | +10.2% | +40.9% |
| 3Y | +210.6% | -26.4% | +237.0% | +202.4% |
| 5Y | +456.7% | -42.5% | +499.2% | +456.4% |
| 10Y | +2,396.1% | +83.0% | +2,313.1% | +1,280.3% |
| All | +2,396.1% | +78.9% | +2,317.1% | +1,280.3% |
Cumulative growth
Daily Returns
Daily percentage return beside ALB.
Daily Out/Under-Performance
Portfolio return minus ALB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALB 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 10y: compounded portfolio wealth divided by compounded ALB 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…
10y analysis · Full analysis span regression · 6 months rolling