+2,430.0%
PWR vs BND
+76.6%
+2,353.4%
-69.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BND | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | -0.1% | +2.4% | +2.3% |
| 7D | +4.5% | +0.1% | +4.4% | +4.6% |
| 30D | -4.9% | -0.4% | -4.5% | -5.0% |
| 3M | -7.9% | -0.2% | -7.6% | -8.0% |
| 6M | +18.3% | -1.2% | +19.5% | +17.7% |
| YTD | +51.5% | -0.3% | +51.8% | +51.2% |
| 1Y | +70.3% | +0.4% | +69.9% | +70.5% |
| 3Y | +210.6% | +13.4% | +197.2% | +227.4% |
| 5Y | +456.7% | -1.5% | +458.2% | +423.6% |
| 10Y | +2,396.1% | +15.5% | +2,380.6% | +2,696.6% |
| All | +2,430.0% | +76.6% | +2,353.4% | +3,836.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling