+7,944.2%
PWR vs ALB
+1,264.0%
+6,680.2%
-97.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ALB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.4% | -0.1% | +9.5% | +9.4% |
| 7D | -4.8% | +9.5% | -14.2% | -8.6% |
| 30D | -16.2% | -2.1% | -14.1% | -16.1% |
| 3M | -11.9% | -24.1% | +12.2% | -3.5% |
| 6M | -20.6% | -51.0% | +30.4% | +3.0% |
| YTD | +40.3% | -29.3% | +69.6% | +52.2% |
| 1Y | +33.0% | +3.2% | +29.9% | +22.7% |
| 3Y | +250.0% | -9.3% | +259.3% | +190.5% |
| 5Y | +404.2% | -61.6% | +465.8% | +465.4% |
| 10Y | +1,865.8% | +40.8% | +1,825.1% | +918.2% |
| All | +7,944.2% | +1,264.0% | +6,680.2% | +1,401.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling