+446.0%
PWR vs ALLE
+13.7%
+432.3%
-33.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ALLE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +1.0% | -0.3% | +0.3% |
| 7D | +3.6% | -0.2% | +3.8% | +3.7% |
| 30D | -8.6% | -6.8% | -1.8% | -5.9% |
| 3M | -13.2% | +21.0% | -34.2% | -20.8% |
| 6M | +9.9% | +1.1% | +8.8% | +8.6% |
| YTD | +48.0% | -0.5% | +48.6% | +46.3% |
| 1Y | +66.2% | -7.3% | +73.4% | +69.6% |
| 3Y | +195.1% | +42.3% | +152.9% | +137.0% |
| All | +446.0% | +13.7% | +432.3% | +382.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling