+296.4%
ARM vs MUB
+8.9%
+287.5%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | 0.0% | +3.9% | +3.8% |
| 7D | +5.5% | -0.9% | +6.3% | +7.9% |
| 30D | -8.2% | -1.4% | -6.8% | -4.7% |
| 3M | -35.9% | -2.2% | -33.8% | -32.0% |
| 6M | +103.1% | -1.9% | +105.0% | +114.1% |
| YTD | +130.6% | -0.8% | +131.4% | +137.9% |
| 1Y | +86.1% | +2.7% | +83.3% | +79.9% |
| All | +296.4% | +8.9% | +287.5% | +196.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling