+39.2%
AEM vs MUB
+2.9%
+36.3%
-45.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | 0.0% | -1.2% | -1.3% |
| 7D | -0.5% | -0.9% | +0.3% | +3.2% |
| 30D | +24.0% | -1.4% | +25.4% | +31.6% |
| 3M | +16.1% | -2.2% | +18.2% | +27.4% |
| 6M | -11.6% | -1.9% | -9.7% | -5.9% |
| YTD | +21.5% | -0.8% | +22.3% | +30.3% |
| 1Y | +39.2% | +2.7% | +36.4% | +39.6% |
| All | +39.2% | +2.9% | +36.3% | +39.6% |
Cumulative growth
Daily Returns
Daily percentage return beside MUB.
Daily Out/Under-Performance
Portfolio return minus MUB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MUB 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 MUB 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