+911.7%
MU vs PWR
+400.1%
+511.5%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -1.4% | +0.3% | -0.1% |
| 7D | -15.2% | -11.2% | -4.0% | -7.3% |
| 30D | -29.5% | -17.4% | -12.1% | -19.2% |
| 3M | -15.8% | -11.7% | -4.0% | -8.7% |
| 6M | -2.9% | -21.7% | +18.8% | +16.9% |
| YTD | +154.2% | +38.3% | +116.0% | +107.7% |
| 1Y | +186.6% | +29.6% | +157.0% | +144.5% |
| 3Y | +871.5% | +236.1% | +635.3% | +383.9% |
| 5Y | +911.7% | +406.3% | +505.3% | +281.3% |
| All | +911.7% | +400.1% | +511.5% | +281.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling