+504.3%
MUU vs AFL
+18.6%
+485.7%
-68.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AFL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -14.0% | +1.0% | -15.0% | -11.0% |
| 7D | -35.9% | +2.9% | -38.8% | -29.5% |
| 30D | -47.1% | +11.5% | -58.6% | -25.5% |
| 3M | -29.8% | +0.6% | -30.5% | -24.0% |
| 6M | +16.0% | +11.7% | +4.3% | +70.3% |
| YTD | +286.1% | +15.4% | +270.7% | +526.5% |
| 1Y | +504.3% | +17.6% | +486.8% | +906.7% |
| All | +504.3% | +18.6% | +485.7% | +906.7% |
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