-29.3%
AFRM vs MUB
+4.1%
-33.4%
-94.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +0.1% | -2.3% | -2.6% |
| 7D | -7.3% | +0.7% | -8.0% | -9.7% |
| 30D | -9.6% | +4.4% | -13.9% | -22.6% |
| 3M | -11.1% | -0.4% | -10.6% | -9.3% |
| 6M | +3.9% | -0.9% | +4.7% | +8.4% |
| YTD | -8.5% | +0.1% | -8.6% | -7.4% |
| 1Y | +3.3% | +0.5% | +2.8% | +3.2% |
| 3Y | +213.7% | +11.7% | +202.0% | +93.0% |
| 5Y | -58.5% | +3.2% | -61.7% | -60.1% |
| All | -29.3% | +4.1% | -33.4% | -18.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling