+222.1%
PWR vs ALLE
+88.9%
+133.2%
-35.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ALLE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | -0.9% | +7.2% | +6.5% |
| 7D | -12.9% | -0.6% | -12.3% | -12.7% |
| 30D | -22.8% | +25.3% | -48.2% | -27.8% |
| 3M | -19.0% | +10.3% | -29.3% | -21.1% |
| 6M | -31.1% | +38.0% | -69.2% | -38.1% |
| YTD | +28.2% | +17.8% | +10.5% | +21.3% |
| 1Y | +22.2% | +13.6% | +8.6% | +17.4% |
| 3Y | +222.1% | +89.2% | +132.9% | +132.6% |
| All | +222.1% | +88.9% | +133.2% | +132.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling