+86.1%
ARM vs MUB
+2.9%
+83.2%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | 0.0% | +3.9% | +3.7% |
| 7D | +5.5% | -0.9% | +6.3% | +11.0% |
| 30D | -8.2% | -1.4% | -6.8% | 0.0% |
| 3M | -35.9% | -2.2% | -33.8% | -26.5% |
| 6M | +103.1% | -1.9% | +105.0% | +126.6% |
| YTD | +130.6% | -0.8% | +131.4% | +144.6% |
| 1Y | +86.1% | +2.7% | +83.3% | +61.2% |
| All | +86.1% | +2.9% | +83.2% | +61.2% |
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