+200.3%
PWR vs BIL
+14.1%
+186.2%
-33.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BIL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | 0.0% | +0.7% | +1.0% |
| 7D | +3.6% | +0.1% | +3.5% | +4.4% |
| 30D | -8.6% | +0.3% | -8.9% | -5.9% |
| 3M | -13.2% | +0.9% | -14.1% | -6.2% |
| 6M | +9.9% | +1.8% | +8.1% | +24.0% |
| YTD | +48.0% | +2.4% | +45.6% | +70.6% |
| 1Y | +66.2% | +3.7% | +62.4% | +103.6% |
| All | +200.3% | +14.1% | +186.2% | +605.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling