+66.2%
PWR vs ALLY
+9.5%
+56.7%
-28.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ALLY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.3% | +0.4% | +0.6% |
| 7D | +3.6% | +3.7% | -0.1% | +2.6% |
| 30D | -8.6% | -2.3% | -6.3% | -8.1% |
| 3M | -13.2% | +3.8% | -17.0% | -14.1% |
| 6M | +9.9% | +9.7% | +0.2% | +7.2% |
| YTD | +48.0% | -1.4% | +49.4% | +47.7% |
| 1Y | +66.2% | +8.2% | +57.9% | +58.4% |
| All | +66.2% | +9.5% | +56.7% | +58.4% |
Cumulative growth
Daily Returns
Daily percentage return beside ALLY.
Daily Out/Under-Performance
Portfolio return minus ALLY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALLY 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 ALLY 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