+32.4%
PWR vs ALLE
+18.6%
+13.8%
-30.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ALLE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -11.7% | +1.8% | -13.4% | -11.7% |
| 7D | -4.4% | +6.7% | -11.0% | -4.6% |
| 30D | -15.1% | +25.4% | -40.5% | -16.1% |
| 3M | -16.2% | +16.9% | -33.2% | -16.4% |
| 6M | -23.3% | +46.6% | -69.9% | -27.0% |
| YTD | +37.6% | +22.4% | +15.2% | +35.2% |
| 1Y | +32.4% | +17.7% | +14.7% | +34.3% |
| All | +32.4% | +18.6% | +13.8% | +34.3% |
Cumulative growth
Daily Returns
Daily percentage return beside ALLE.
Daily Out/Under-Performance
Portfolio return minus ALLE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALLE 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 1y: compounded portfolio wealth divided by compounded ALLE 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…
1y analysis · Full analysis span regression · 6 months rolling