-9.7%
AFRM vs MUB
+0.8%
-10.5%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +0.3% | +2.6% | +1.6% |
| 7D | -10.3% | +0.4% | -10.7% | -12.3% |
| 30D | -13.7% | +3.9% | -17.6% | -29.6% |
| 3M | -11.6% | -0.2% | -11.3% | -4.4% |
| 6M | +2.1% | -0.4% | +2.5% | +13.2% |
| YTD | -8.9% | +0.5% | -9.4% | -9.8% |
| 1Y | -9.7% | +0.7% | -10.4% | -13.7% |
| All | -9.7% | +0.8% | -10.5% | -13.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling