+2,620.0%
MUU vs AFRM
+70.1%
+2,549.9%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AFRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.6% | -2.6% | +14.2% | +13.2% |
| 7D | +17.4% | -7.0% | +24.3% | +22.0% |
| 30D | +24.0% | -7.8% | +31.8% | +28.6% |
| 3M | -23.9% | +5.3% | -29.2% | -25.3% |
| 6M | +284.4% | +42.6% | +241.8% | +215.5% |
| YTD | +583.7% | -2.8% | +586.5% | +577.1% |
| 1Y | +2,981.5% | -19.3% | +3,000.8% | +3,234.9% |
| All | +2,620.0% | +70.1% | +2,549.9% | +1,855.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling