+236.1%
PWR vs MUB
+10.5%
+225.7%
-35.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.4% | -1.0% | -1.2% |
| 7D | -11.2% | +0.6% | -11.9% | -11.6% |
| 30D | -17.4% | +3.4% | -20.8% | -19.5% |
| 3M | -11.7% | -0.7% | -11.1% | -10.8% |
| 6M | -21.7% | -1.0% | -20.7% | -20.5% |
| YTD | +38.3% | 0.0% | +38.3% | +39.4% |
| 1Y | +29.6% | +0.4% | +29.2% | +30.3% |
| 3Y | +236.1% | +10.5% | +225.7% | +193.0% |
| All | +236.1% | +10.5% | +225.7% | +193.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling