+1,831.6%
PWR vs BIL
+26.1%
+1,805.5%
-45.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BIL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | 0.0% | -0.7% | -0.8% |
| 7D | +11.3% | +0.1% | +11.2% | +11.1% |
| 30D | -8.9% | +0.3% | -9.2% | -9.6% |
| 3M | -10.5% | +1.0% | -11.5% | -12.2% |
| 6M | -22.2% | +1.9% | -24.0% | -25.2% |
| YTD | +42.7% | +3.2% | +39.6% | +32.2% |
| 1Y | +41.1% | +3.7% | +37.4% | +28.9% |
| 3Y | +242.7% | +13.8% | +228.9% | +125.0% |
| 5Y | +418.5% | +20.3% | +398.3% | +150.2% |
| All | +1,831.6% | +26.1% | +1,805.5% | +721.0% |
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