+1,106.1%
MUU vs PWR
+91.5%
+1,014.6%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -1.4% | -1.2% | -0.1% |
| 7D | -32.5% | -11.2% | -21.2% | -12.7% |
| 30D | -55.2% | -17.4% | -37.8% | -34.6% |
| 3M | -40.7% | -11.7% | -29.0% | -25.0% |
| 6M | -43.9% | -21.7% | -22.2% | +2.6% |
| YTD | +203.2% | +38.3% | +164.9% | +109.0% |
| 1Y | +257.0% | +29.6% | +227.4% | +178.9% |
| All | +1,106.1% | +91.5% | +1,014.6% | +368.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling