+2,393.1%
PWR vs MUB
+16.7%
+2,376.4%
-45.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.7% | -0.6% | -0.6% |
| 7D | -0.2% | -1.2% | +1.0% | +1.1% |
| 30D | -7.7% | -2.8% | -5.0% | -5.1% |
| 3M | -4.9% | -3.1% | -1.9% | -1.9% |
| 6M | +9.7% | -2.9% | +12.6% | +13.1% |
| YTD | +46.7% | -2.0% | +48.7% | +49.9% |
| 1Y | +58.7% | 0.0% | +58.7% | +59.0% |
| 3Y | +200.7% | +7.4% | +193.3% | +178.9% |
| 5Y | +438.6% | +0.8% | +437.8% | +432.4% |
| All | +2,393.1% | +16.7% | +2,376.4% | +2,560.3% |
Cumulative growth
Daily Returns
Daily percentage return beside MUB.
Daily Out/Under-Performance
Portfolio return minus MUB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MUB 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 MUB 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