+504.3%
MUU vs AFRM
+8.5%
+495.8%
-68.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AFRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -14.0% | +5.0% | -19.0% | -16.8% |
| 7D | -35.9% | +3.1% | -39.0% | -37.3% |
| 30D | -47.1% | +1.1% | -48.3% | -47.8% |
| 3M | -29.8% | -3.2% | -26.6% | -30.1% |
| 6M | +16.0% | +12.7% | +3.3% | +6.3% |
| YTD | +286.1% | +1.6% | +284.5% | +283.2% |
| 1Y | +504.3% | +5.9% | +498.5% | +494.4% |
| All | +504.3% | +8.5% | +495.8% | +494.4% |
Cumulative growth
Daily Returns
Daily percentage return beside AFRM.
Daily Out/Under-Performance
Portfolio return minus AFRM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AFRM 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 AFRM 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