+438.6%
PWR vs BND
-2.6%
+441.1%
-33.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BND | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.6% | -0.7% | -1.0% |
| 7D | -0.2% | -0.9% | +0.7% | +0.2% |
| 30D | -7.7% | -1.0% | -6.8% | -7.3% |
| 3M | -4.9% | -1.2% | -3.7% | -4.4% |
| 6M | +9.7% | -2.0% | +11.7% | +10.8% |
| YTD | +46.7% | -1.2% | +47.9% | +47.6% |
| 1Y | +58.7% | -0.5% | +59.2% | +59.3% |
| 3Y | +200.7% | +12.4% | +188.3% | +183.9% |
| 5Y | +438.6% | -2.5% | +441.0% | +380.9% |
| All | +438.6% | -2.6% | +441.1% | +380.9% |
Cumulative growth
Daily Returns
Daily percentage return beside BND.
Daily Out/Under-Performance
Portfolio return minus BND return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BND 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 BND 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