+1,796.7%
PWR vs BIL
+25.7%
+1,771.1%
-45.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BIL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | 0.0% | -1.4% | -1.4% |
| 7D | -11.2% | +0.1% | -11.3% | -11.4% |
| 30D | -17.4% | 0.0% | -17.4% | -17.4% |
| 3M | -11.7% | +0.6% | -12.4% | -12.8% |
| 6M | -21.7% | +1.5% | -23.2% | -24.3% |
| YTD | +38.3% | +2.8% | +35.5% | +29.0% |
| 1Y | +29.6% | +3.3% | +26.3% | +19.2% |
| 3Y | +236.1% | +13.4% | +222.7% | +121.2% |
| 5Y | +406.3% | +19.8% | +386.5% | +144.0% |
| 10Y | +1,796.7% | +25.7% | +1,771.1% | +694.8% |
| All | +1,796.7% | +25.7% | +1,771.1% | +694.8% |
Cumulative growth
Daily Returns
Daily percentage return beside BIL.
Daily Out/Under-Performance
Portfolio return minus BIL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BIL 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 BIL 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