+2,396.1%
MUU vs AFL
+7.2%
+2,388.9%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AFL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +0.7% | -1.8% | -0.8% |
| 7D | -8.2% | -1.6% | -6.6% | -8.8% |
| 30D | +10.2% | -4.0% | +14.2% | +8.7% |
| 3M | -26.5% | -0.5% | -26.0% | -27.2% |
| 6M | +227.2% | +6.5% | +220.7% | +213.4% |
| YTD | +527.4% | +6.2% | +521.2% | +499.6% |
| 1Y | +1,843.7% | +8.3% | +1,835.4% | +1,698.7% |
| All | +2,396.1% | +7.2% | +2,388.9% | +2,416.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling