+200.1%
PWR vs ALLE
+42.6%
+157.6%
-33.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ALLE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +1.0% | -0.3% | +0.4% |
| 7D | +3.6% | -0.2% | +3.8% | +3.7% |
| 30D | -8.6% | -6.8% | -1.8% | -6.4% |
| 3M | -13.2% | +21.0% | -34.2% | -19.5% |
| 6M | +9.9% | +1.1% | +8.8% | +9.2% |
| YTD | +48.0% | -0.5% | +48.6% | +46.9% |
| 1Y | +66.2% | -7.3% | +73.4% | +69.9% |
| All | +200.1% | +42.6% | +157.6% | +131.8% |
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