+11.7%
MUB vs ARWR
+105.6%
-93.9%
-6.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.2% | -1.1% | +0.1% |
| 7D | +0.7% | -2.9% | +3.6% | +0.7% |
| 30D | +4.4% | -5.4% | +9.8% | +4.4% |
| 3M | -0.4% | -32.2% | +31.8% | -0.1% |
| 6M | -0.9% | -26.5% | +25.6% | -0.7% |
| YTD | +0.1% | -12.4% | +12.5% | +0.1% |
| 1Y | +0.5% | +46.9% | -46.4% | -0.1% |
| 3Y | +11.7% | +116.0% | -104.3% | +9.9% |
| All | +11.7% | +105.6% | -93.9% | +9.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling