+214.0%
ARM vs MUB
+11.5%
+202.5%
-62.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -13.1% | +0.4% | -13.5% | -14.1% |
| 7D | -27.1% | +0.9% | -28.0% | -28.9% |
| 30D | -44.9% | +3.8% | -48.6% | -50.0% |
| 3M | -39.3% | -0.7% | -38.6% | -37.9% |
| 6M | -20.2% | -0.8% | -19.4% | -17.7% |
| YTD | +52.5% | 0.0% | +52.5% | +55.0% |
| 1Y | +4.1% | +0.6% | +3.5% | +4.5% |
| All | +214.0% | +11.5% | +202.5% | +129.3% |
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