+2,538.2%
MUU vs ARWR
+385.0%
+2,153.3%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -1.4% | -1.6% | -2.2% |
| 7D | +13.9% | +2.9% | +11.1% | +12.2% |
| 30D | +24.8% | -2.9% | +27.7% | +26.5% |
| 3M | -15.7% | +15.2% | -31.0% | -22.6% |
| 6M | +338.9% | +42.3% | +296.6% | +257.2% |
| YTD | +563.2% | +28.2% | +535.0% | +476.2% |
| 1Y | +2,577.5% | +213.2% | +2,364.2% | +1,325.3% |
| All | +2,538.2% | +385.0% | +2,153.3% | +682.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling