+1,272.2%
MUU vs ARWR
+172.3%
+1,100.0%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.2% | +1.3% | -6.6% | -6.0% |
| 7D | +24.7% | -17.8% | +42.5% | +36.4% |
| 30D | -35.1% | -18.1% | -17.0% | -27.4% |
| 3M | -44.3% | -44.2% | -0.1% | -23.4% |
| 6M | -44.4% | -38.6% | -5.8% | -27.6% |
| YTD | +244.9% | -28.0% | +273.0% | +310.8% |
| 1Y | +365.6% | +16.1% | +349.5% | +318.2% |
| All | +1,272.2% | +172.3% | +1,100.0% | +457.8% |
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