+2,981.5%
MUU vs PWR
+66.5%
+2,915.0%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.6% | +0.7% | +10.9% | +10.2% |
| 7D | +17.4% | +3.6% | +13.8% | +9.7% |
| 30D | +24.0% | -8.6% | +32.5% | +47.5% |
| 3M | -23.9% | -13.2% | -10.7% | +14.8% |
| 6M | +284.4% | +9.9% | +274.5% | +297.5% |
| YTD | +583.7% | +48.0% | +535.7% | +306.2% |
| 1Y | +2,981.5% | +66.2% | +2,915.3% | +1,798.7% |
| All | +2,981.5% | +66.5% | +2,915.0% | +1,798.7% |
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