+1,272.2%
MUU vs ARM
+30.3%
+1,241.9%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ARM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.2% | -4.6% | -0.6% | -0.1% |
| 7D | +24.7% | +9.1% | +15.6% | +15.0% |
| 30D | -35.1% | -19.9% | -15.2% | -10.3% |
| 3M | -44.3% | -31.6% | -12.6% | -12.1% |
| 6M | -44.4% | -13.9% | -30.6% | -24.9% |
| YTD | +244.9% | +74.3% | +170.6% | +89.3% |
| 1Y | +365.6% | +35.8% | +329.8% | +251.6% |
| All | +1,272.2% | +30.3% | +1,241.9% | +947.5% |
Cumulative growth
Daily Returns
Daily percentage return beside ARM.
Daily Out/Under-Performance
Portfolio return minus ARM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ARM 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 10y: compounded portfolio wealth divided by compounded ARM 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…
10y analysis · Full analysis span regression · 6 months rolling