+1,865.8%
PWR vs ALLE
+233.6%
+1,632.2%
-45.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ALLE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.4% | +2.8% | +6.6% | +7.9% |
| 7D | -4.8% | -0.6% | -4.2% | -4.4% |
| 30D | -16.2% | +26.6% | -42.8% | -26.7% |
| 3M | -11.9% | +13.2% | -25.1% | -18.3% |
| 6M | -20.6% | +42.9% | -63.5% | -35.9% |
| YTD | +40.3% | +21.0% | +19.2% | +23.0% |
| 1Y | +33.0% | +15.2% | +17.9% | +20.0% |
| 3Y | +250.0% | +95.6% | +154.4% | +123.4% |
| 5Y | +404.2% | +53.4% | +350.7% | +265.0% |
| 10Y | +1,865.8% | +221.5% | +1,644.4% | +812.1% |
| All | +1,865.8% | +233.6% | +1,632.2% | +812.1% |
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