+2,538.2%
MUU vs PWR
+109.8%
+2,428.5%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +2.3% | -5.4% | -7.3% |
| 7D | +13.9% | +4.5% | +9.4% | +4.9% |
| 30D | +24.8% | -4.9% | +29.7% | +36.5% |
| 3M | -15.7% | -7.9% | -7.9% | +12.4% |
| 6M | +338.9% | +18.3% | +320.5% | +285.5% |
| YTD | +563.2% | +51.5% | +511.6% | +283.0% |
| 1Y | +2,577.5% | +70.3% | +2,507.2% | +1,230.2% |
| All | +2,538.2% | +109.8% | +2,428.5% | +759.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling