+31.4%
PWR vs ALLE
+15.5%
+16.0%
-35.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ALLE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.4% | +2.8% | +6.6% | +9.1% |
| 7D | -4.8% | -0.6% | -4.2% | -4.7% |
| 30D | -16.2% | +26.6% | -42.8% | -17.5% |
| 3M | -11.9% | +13.2% | -25.1% | -11.7% |
| 6M | -20.6% | +42.9% | -63.5% | -24.0% |
| YTD | +40.3% | +21.0% | +19.2% | +38.0% |
| All | +31.4% | +15.5% | +16.0% | +34.1% |
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 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