+250.0%
PWR vs ALB
-13.4%
+263.4%
-35.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ALB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.4% | -0.1% | +9.5% | +9.4% |
| 7D | -4.8% | +9.5% | -14.2% | -6.5% |
| 30D | -16.2% | -2.1% | -14.1% | -16.1% |
| 3M | -11.9% | -24.1% | +12.2% | -8.0% |
| 6M | -20.6% | -51.0% | +30.4% | -10.7% |
| YTD | +40.3% | -29.3% | +69.6% | +46.5% |
| 1Y | +33.0% | +3.2% | +29.9% | +29.9% |
| 3Y | +250.0% | -9.3% | +259.3% | +228.7% |
| All | +250.0% | -13.4% | +263.4% | +228.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling