+1,272.2%
MUU vs PWR
+97.7%
+1,174.6%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.2% | -0.7% | -4.6% | -4.0% |
| 7D | +24.7% | +11.3% | +13.4% | +4.5% |
| 30D | -35.1% | -8.9% | -26.3% | -19.9% |
| 3M | -44.3% | -10.5% | -33.8% | -30.2% |
| 6M | -44.4% | -22.2% | -22.3% | +2.5% |
| YTD | +244.9% | +42.7% | +202.2% | +127.4% |
| 1Y | +365.6% | +41.1% | +324.5% | +217.3% |
| All | +1,272.2% | +97.7% | +1,174.6% | +410.3% |
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