+359.1%
MUU vs ARWR
+12.4%
+346.7%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -4.5% | +1.2% | -0.7% |
| 7D | +43.7% | -17.9% | +61.6% | +57.8% |
| 30D | -37.2% | -18.9% | -18.4% | -28.9% |
| 3M | -36.1% | -46.0% | +9.9% | -9.4% |
| 6M | -35.7% | -40.3% | +4.6% | -14.2% |
| YTD | +264.0% | -29.0% | +293.0% | +342.1% |
| 1Y | +359.1% | +13.8% | +345.3% | +381.9% |
| All | +359.1% | +12.4% | +346.7% | +381.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling