+451.9%
PWR vs BIL
+19.4%
+432.5%
-33.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BIL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | 0.0% | -1.9% | -1.9% |
| 7D | +2.7% | +0.1% | +2.6% | +2.7% |
| 30D | -5.1% | +0.3% | -5.4% | -5.1% |
| 3M | -9.4% | +0.9% | -10.3% | -9.5% |
| 6M | +10.4% | +1.8% | +8.6% | +8.5% |
| YTD | +48.6% | +2.5% | +46.2% | +43.8% |
| 1Y | +68.0% | +3.7% | +64.3% | +58.7% |
| 3Y | +204.7% | +14.1% | +190.7% | +95.7% |
| 5Y | +451.9% | +19.4% | +432.5% | +90.9% |
| All | +451.9% | +19.4% | +432.5% | +90.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling