+1,968.2%
PWR vs BIL
+30.4%
+1,937.8%
-69.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | -6.0% |
| 3M | -13.2% | +0.9% | -14.1% | -5.9% |
| 6M | +9.9% | +1.8% | +8.1% | +28.2% |
| YTD | +48.0% | +2.4% | +45.6% | +81.6% |
| 1Y | +66.2% | +3.7% | +62.4% | +126.6% |
| 3Y | +195.1% | +14.2% | +180.9% | +831.3% |
| 5Y | +442.6% | +19.4% | +423.1% | +2,483.4% |
| 10Y | +2,334.2% | +25.2% | +2,309.0% | +18,570.0% |
| All | +1,968.2% | +30.4% | +1,937.8% | +15,994.0% |
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 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