+1,272.2%
MUU vs AFRM
+53.1%
+1,219.1%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AFRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.2% | -1.1% | -4.1% | -4.6% |
| 7D | +24.7% | -4.4% | +29.1% | +28.5% |
| 30D | -35.1% | -7.7% | -27.5% | -30.8% |
| 3M | -44.3% | -16.9% | -27.4% | -38.0% |
| 6M | -44.4% | +2.5% | -46.9% | -44.0% |
| YTD | +244.9% | -12.5% | +257.4% | +266.1% |
| 1Y | +365.6% | -11.0% | +376.6% | +391.8% |
| All | +1,272.2% | +53.1% | +1,219.1% | +957.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling