+2,981.5%
MUU vs AFL
+11.7%
+2,969.8%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AFL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.6% | -1.0% | +12.6% | +9.0% |
| 7D | +17.4% | +0.6% | +16.8% | +19.4% |
| 30D | +24.0% | -6.2% | +30.1% | +4.7% |
| 3M | -23.9% | +2.2% | -26.1% | -13.0% |
| 6M | +284.4% | +5.3% | +279.2% | +362.6% |
| YTD | +583.7% | +8.0% | +575.8% | +788.9% |
| 1Y | +2,981.5% | +10.2% | +2,971.2% | +4,293.8% |
| All | +2,981.5% | +11.7% | +2,969.8% | +4,293.8% |
Cumulative growth
Daily Returns
Daily percentage return beside AFL.
Daily Out/Under-Performance
Portfolio return minus AFL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AFL 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 AFL 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