+2,620.0%
MUU vs ARWR
+392.0%
+2,228.1%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.6% | -0.2% | +11.8% | +11.7% |
| 7D | +17.4% | +1.7% | +15.7% | +16.2% |
| 30D | +24.0% | -0.7% | +24.6% | +24.0% |
| 3M | -23.9% | +14.9% | -38.8% | -29.6% |
| 6M | +284.4% | +32.6% | +251.8% | +226.0% |
| YTD | +583.7% | +30.0% | +553.7% | +489.3% |
| 1Y | +2,981.5% | +208.4% | +2,773.1% | +1,550.6% |
| All | +2,620.0% | +392.0% | +2,228.1% | +700.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling