+2,283.8%
PWR vs BND
+74.6%
+2,209.2%
-69.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BND | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.1% | -0.6% | -0.7% |
| 7D | +11.3% | -1.4% | +12.7% | +10.7% |
| 30D | -8.9% | +0.6% | -9.4% | -8.6% |
| 3M | -10.5% | -1.6% | -8.9% | -11.0% |
| 6M | -22.2% | -1.5% | -20.6% | -22.6% |
| YTD | +42.7% | -1.5% | +44.2% | +42.0% |
| 1Y | +41.1% | -1.1% | +42.2% | +40.6% |
| 3Y | +242.7% | +13.6% | +229.1% | +262.7% |
| 5Y | +418.5% | -1.8% | +420.3% | +389.2% |
| 10Y | +1,855.0% | +17.0% | +1,838.0% | +2,149.4% |
| All | +2,283.8% | +74.6% | +2,209.2% | +3,595.7% |
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