+1,850.6%
PWR vs MUB
+23.3%
+1,827.3%
-45.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | +0.3% | +4.0% | +4.0% |
| 7D | +4.7% | +0.4% | +4.3% | +4.3% |
| 30D | -12.5% | +3.9% | -16.4% | -16.0% |
| 3M | -9.3% | -0.2% | -9.1% | -9.2% |
| 6M | -22.2% | -0.4% | -21.8% | -21.9% |
| YTD | +44.2% | +0.5% | +43.6% | +43.5% |
| 1Y | +35.5% | +0.7% | +34.9% | +34.7% |
| 3Y | +250.4% | +11.1% | +239.4% | +212.4% |
| 5Y | +425.6% | +3.7% | +421.9% | +404.0% |
| All | +1,850.6% | +23.3% | +1,827.3% | +1,983.8% |
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