+200.3%
PWR vs ALB
-29.2%
+229.5%
-33.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ALB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -4.4% | +5.2% | +1.5% |
| 7D | +3.6% | -8.1% | +11.7% | +5.2% |
| 30D | -8.6% | +6.3% | -14.8% | -9.9% |
| 3M | -13.2% | -23.6% | +10.4% | -9.1% |
| 6M | +9.9% | -24.6% | +34.5% | +14.6% |
| YTD | +48.0% | -10.3% | +58.3% | +48.6% |
| 1Y | +66.2% | +61.5% | +4.7% | +48.4% |
| All | +200.3% | -29.2% | +229.5% | +219.3% |
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 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