+1,831.6%
PWR vs MUB
+21.8%
+1,809.8%
-45.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.4% | -0.3% | -0.3% |
| 7D | +11.3% | -1.3% | +12.6% | +12.7% |
| 30D | -8.9% | +2.2% | -11.0% | -11.0% |
| 3M | -10.5% | -1.6% | -8.9% | -9.1% |
| 6M | -22.2% | -1.3% | -20.9% | -21.2% |
| YTD | +42.7% | -0.7% | +43.4% | +43.7% |
| 1Y | +41.1% | -0.2% | +41.3% | +41.4% |
| 3Y | +242.7% | +9.6% | +233.1% | +209.5% |
| 5Y | +418.5% | +2.6% | +416.0% | +402.7% |
| All | +1,831.6% | +21.8% | +1,809.8% | +1,987.7% |
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