+1,689.6%
PWR vs ALLY
+98.1%
+1,591.5%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ALLY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | -1.7% | +8.0% | +6.9% |
| 7D | -12.9% | +0.9% | -13.8% | -13.4% |
| 30D | -22.8% | +3.1% | -25.9% | -24.1% |
| 3M | -19.0% | -12.6% | -6.4% | -15.1% |
| 6M | -31.1% | -12.4% | -18.7% | -28.0% |
| YTD | +28.3% | -13.2% | +41.4% | +33.6% |
| 1Y | +22.2% | +1.8% | +20.4% | +19.4% |
| 3Y | +222.2% | +58.0% | +164.2% | +153.5% |
| 5Y | +364.2% | -8.4% | +372.6% | +335.3% |
| 10Y | +1,864.8% | +195.3% | +1,669.6% | +872.5% |
| All | +1,689.6% | +98.1% | +1,591.5% | +926.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling