+504.3%
MUU vs PWR
+31.4%
+472.9%
-68.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -14.0% | -11.7% | -2.3% | +6.3% |
| 7D | -35.9% | -4.4% | -31.5% | -32.2% |
| 30D | -47.1% | -15.1% | -32.1% | -31.2% |
| 3M | -29.8% | -16.2% | -13.6% | -6.7% |
| 6M | +16.0% | -23.3% | +39.4% | +107.3% |
| YTD | +286.1% | +37.6% | +248.5% | +140.0% |
| 1Y | +504.3% | +32.4% | +471.9% | +305.4% |
| All | +504.3% | +31.4% | +472.9% | +305.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling