+5,742.4%
MU vs PWR
+8,583.6%
-2,841.1%
-98.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | +0.7% | +5.4% | +5.9% |
| 7D | +9.0% | +3.6% | +5.4% | +7.6% |
| 30D | +13.8% | -8.6% | +22.4% | +17.4% |
| 3M | +2.1% | -13.2% | +15.2% | +8.9% |
| 6M | +153.8% | +9.9% | +143.9% | +149.7% |
| YTD | +256.4% | +48.0% | +208.4% | +217.8% |
| 1Y | +719.8% | +66.2% | +653.6% | +606.4% |
| 3Y | +1,360.4% | +195.1% | +1,165.3% | +949.8% |
| 5Y | +1,312.4% | +442.6% | +869.9% | +729.9% |
| 10Y | +6,142.6% | +2,334.2% | +3,808.3% | +2,194.8% |
| All | +5,742.4% | +8,583.6% | -2,841.1% | +1,215.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling