+2,345.5%
PWR vs MUB
+76.3%
+2,269.2%
-69.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | 0.0% | +0.7% | +0.7% |
| 7D | +3.6% | -0.9% | +4.5% | +4.0% |
| 30D | -8.6% | -1.4% | -7.2% | -8.0% |
| 3M | -13.2% | -2.2% | -11.0% | -12.2% |
| 6M | +9.9% | -1.9% | +11.8% | +10.9% |
| YTD | +48.0% | -0.8% | +48.8% | +48.7% |
| 1Y | +66.2% | +2.7% | +63.4% | +64.3% |
| 3Y | +195.1% | +8.6% | +186.5% | +184.1% |
| 5Y | +442.6% | +2.0% | +440.5% | +434.7% |
| 10Y | +2,334.2% | +17.9% | +2,316.3% | +2,221.8% |
| All | +2,345.5% | +76.3% | +2,269.2% | +1,857.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling