+4,271.9%
MU vs PWR
+1,915.1%
+2,356.8%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | +9.4% | -3.1% | 0.0% |
| 7D | -12.0% | -4.8% | -7.3% | -8.9% |
| 30D | -28.7% | -16.2% | -12.5% | -19.9% |
| 3M | -16.4% | -11.9% | -4.5% | -9.7% |
| 6M | -1.8% | -20.6% | +18.8% | +15.8% |
| YTD | +157.1% | +40.3% | +116.8% | +111.7% |
| 1Y | +208.5% | +33.0% | +175.5% | +162.8% |
| 3Y | +906.2% | +250.0% | +656.2% | +394.0% |
| 5Y | +893.4% | +404.2% | +489.2% | +280.3% |
| 10Y | +4,271.9% | +1,865.8% | +2,406.0% | +613.4% |
| All | +4,271.9% | +1,915.1% | +2,356.8% | +613.4% |
Cumulative growth
Daily Returns
Daily percentage return beside PWR.
Daily Out/Under-Performance
Portfolio return minus PWR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PWR 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 10y: compounded portfolio wealth divided by compounded PWR 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…
10y analysis · Full analysis span regression · 6 months rolling