+148.2%
AFL vs MUB
+2.5%
+145.7%
-19.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.4% | +1.2% | +0.9% |
| 7D | +2.9% | -1.3% | +4.1% | +3.1% |
| 30D | +8.0% | +2.2% | +5.8% | +7.5% |
| 3M | +5.9% | -1.6% | +7.5% | +6.3% |
| 6M | +11.6% | -1.3% | +12.9% | +11.9% |
| YTD | +17.5% | -0.7% | +18.2% | +17.7% |
| 1Y | +13.3% | -0.2% | +13.5% | +13.3% |
| 3Y | +67.0% | +9.6% | +57.4% | +63.6% |
| All | +148.2% | +2.5% | +145.7% | +87.0% |
Cumulative growth
Daily Returns
Daily percentage return beside MUB.
Daily Out/Under-Performance
Portfolio return minus MUB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MUB 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 MUB 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