+2,683.6%
MUU vs PWR
+105.8%
+2,577.8%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | -1.9% | +7.4% | +8.9% |
| 7D | +15.0% | +2.7% | +12.4% | +9.1% |
| 30D | +36.8% | -5.1% | +41.9% | +49.8% |
| 3M | -8.5% | -9.4% | +0.9% | +25.5% |
| 6M | +320.7% | +10.4% | +310.3% | +315.1% |
| YTD | +599.7% | +48.6% | +551.0% | +317.2% |
| 1Y | +2,569.2% | +68.0% | +2,501.2% | +1,257.7% |
| All | +2,683.6% | +105.8% | +2,577.8% | +836.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling