+390.7%
MUU vs ARM
+32.9%
+357.8%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ARM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +24.2% | +12.1% | +12.1% | +11.4% |
| 7D | -2.5% | +6.0% | -8.5% | -2.9% |
| 30D | -39.7% | -20.3% | -19.4% | -18.9% |
| 3M | -27.4% | -24.4% | -3.0% | -0.1% |
| 6M | -38.4% | -4.4% | -34.1% | -15.7% |
| YTD | +276.4% | +86.0% | +190.4% | +150.4% |
| 1Y | +390.7% | +35.8% | +354.9% | +527.9% |
| All | +390.7% | +32.9% | +357.8% | +527.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling