+354.9%
PWR vs ALLY
-9.5%
+364.4%
-35.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ALLY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | -1.7% | +8.0% | +6.8% |
| 7D | -12.9% | +0.9% | -13.8% | -13.3% |
| 30D | -22.8% | +3.1% | -25.9% | -23.8% |
| 3M | -19.0% | -12.6% | -6.4% | -16.0% |
| 6M | -31.1% | -12.4% | -18.7% | -28.7% |
| YTD | +28.3% | -13.2% | +41.4% | +32.5% |
| 1Y | +22.2% | +1.8% | +20.4% | +20.2% |
| 3Y | +222.2% | +58.0% | +164.2% | +171.3% |
| All | +354.9% | -9.5% | +364.4% | +361.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling