+41.1%
PWR vs MUB
-0.2%
+41.4%
-35.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.4% | -0.3% | -0.5% |
| 7D | +11.3% | -1.3% | +12.6% | +11.8% |
| 30D | -8.9% | +2.2% | -11.0% | -11.4% |
| 3M | -10.5% | -1.6% | -8.9% | -4.6% |
| 6M | -22.2% | -1.3% | -20.9% | -17.4% |
| YTD | +42.7% | -0.7% | +43.4% | +46.0% |
| 1Y | +41.1% | -0.2% | +41.3% | +39.9% |
| All | +41.1% | -0.2% | +41.4% | +39.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling