+1,138.0%
MUU vs PWR
+94.2%
+1,043.8%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.5% | +9.4% | +3.1% | -3.9% |
| 7D | -27.2% | -4.8% | -22.4% | -16.9% |
| 30D | -54.0% | -16.2% | -37.8% | -34.6% |
| 3M | -41.4% | -11.9% | -29.5% | -25.4% |
| 6M | -42.5% | -20.6% | -21.9% | +2.7% |
| YTD | +211.2% | +40.3% | +170.9% | +109.2% |
| 1Y | +313.4% | +33.0% | +280.4% | +209.1% |
| All | +1,138.0% | +94.2% | +1,043.8% | +369.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling