+4,271.9%
MU vs ARWR
+921.6%
+3,350.3%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | -15.3% | +21.6% | +9.2% |
| 7D | -12.0% | -17.3% | +5.3% | -9.0% |
| 30D | -28.7% | -21.5% | -7.2% | -25.5% |
| 3M | -16.4% | -43.8% | +27.4% | -7.2% |
| 6M | -1.8% | -32.3% | +30.5% | +4.9% |
| YTD | +157.1% | -25.8% | +182.9% | +168.8% |
| 1Y | +208.5% | +25.5% | +183.0% | +190.1% |
| 3Y | +906.2% | +84.1% | +822.0% | +723.4% |
| 5Y | +893.4% | -39.2% | +932.6% | +832.7% |
| 10Y | +4,271.9% | +1,072.4% | +3,199.5% | +2,503.4% |
| All | +4,271.9% | +921.6% | +3,350.3% | +2,503.4% |
Cumulative growth
Daily Returns
Daily percentage return beside ARWR.
Daily Out/Under-Performance
Portfolio return minus ARWR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ARWR 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 ARWR 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