+1,874.2%
PWR vs ALLE
+212.2%
+1,662.1%
-45.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ALLE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | +0.8% | +3.4% | +3.8% |
| 7D | +4.7% | -0.8% | +5.6% | +5.5% |
| 30D | -12.5% | +27.4% | -39.9% | -23.7% |
| 3M | -9.3% | +13.8% | -23.2% | -16.2% |
| 6M | -22.2% | +45.5% | -67.7% | -37.8% |
| YTD | +44.2% | +21.4% | +22.8% | +26.2% |
| 1Y | +35.5% | +15.4% | +20.2% | +22.2% |
| 3Y | +250.4% | +91.7% | +158.7% | +126.6% |
| 5Y | +425.6% | +54.5% | +371.1% | +278.9% |
| 10Y | +1,874.2% | +210.5% | +1,663.7% | +838.5% |
| All | +1,874.2% | +212.2% | +1,662.1% | +838.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling