+2,577.5%
MUU vs AFRM
-17.6%
+2,595.1%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AFRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -0.4% | -2.6% | -2.8% |
| 7D | +13.9% | +3.1% | +10.9% | +11.8% |
| 30D | +24.8% | -4.2% | +29.0% | +26.2% |
| 3M | -15.7% | +10.1% | -25.9% | -20.2% |
| 6M | +338.9% | +39.4% | +299.5% | +282.7% |
| YTD | +563.2% | -3.2% | +566.3% | +570.4% |
| 1Y | +2,577.5% | -16.1% | +2,593.6% | +2,638.2% |
| All | +2,577.5% | -17.6% | +2,595.1% | +2,638.2% |
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