+1,796.7%
PWR vs ALLY
+182.8%
+1,613.9%
-45.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ALLY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -2.2% | +0.8% | -0.6% |
| 7D | -11.2% | -0.7% | -10.6% | -11.2% |
| 30D | -17.4% | +1.1% | -18.5% | -18.0% |
| 3M | -11.7% | -13.2% | +1.4% | -7.3% |
| 6M | -21.7% | -13.5% | -8.2% | -17.9% |
| YTD | +38.3% | -14.3% | +52.6% | +44.7% |
| 1Y | +29.6% | -1.1% | +30.7% | +28.2% |
| 3Y | +236.1% | +62.0% | +174.1% | +163.3% |
| 5Y | +406.3% | -9.6% | +416.0% | +380.3% |
| 10Y | +1,796.7% | +176.0% | +1,620.8% | +898.5% |
| All | +1,796.7% | +182.8% | +1,613.9% | +898.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling