+1,859.5%
PWR vs BIL
+30.8%
+1,828.7%
-69.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BIL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.4% | 0.0% | +9.3% | +9.5% |
| 7D | -4.8% | +0.1% | -4.9% | -4.2% |
| 30D | -16.2% | 0.0% | -16.2% | -16.4% |
| 3M | -11.9% | +0.6% | -12.5% | -7.4% |
| 6M | -20.6% | +1.5% | -22.1% | -9.8% |
| YTD | +40.3% | +2.8% | +37.5% | +76.7% |
| 1Y | +33.0% | +3.3% | +29.7% | +75.5% |
| 3Y | +250.0% | +13.4% | +236.6% | +937.0% |
| 5Y | +404.2% | +19.8% | +384.3% | +2,371.7% |
| 10Y | +1,865.8% | +25.6% | +1,840.2% | +15,425.3% |
| All | +1,859.5% | +30.8% | +1,828.7% | +15,563.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling