+3,672.9%
MU vs PWR
+6,979.4%
-3,306.5%
-98.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -17.5% | -12.3% | -5.2% | -13.1% |
| 7D | -29.7% | -19.9% | -9.9% | -23.7% |
| 30D | -37.2% | -29.3% | -8.0% | -28.9% |
| 3M | -26.5% | -25.5% | -1.0% | -18.4% |
| 6M | +2.6% | -34.0% | +36.6% | +20.6% |
| YTD | +130.1% | +20.7% | +109.5% | +120.8% |
| 1Y | +176.7% | +12.3% | +164.4% | +172.3% |
| 3Y | +813.1% | +201.9% | +611.2% | +561.0% |
| 5Y | +822.0% | +336.8% | +485.2% | +486.2% |
| 10Y | +3,936.2% | +1,748.9% | +2,187.3% | +1,530.1% |
| All | +3,672.9% | +6,979.4% | -3,306.5% | +814.4% |
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 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