+452.6%
AEM vs MUB
+76.3%
+376.3%
-74.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | 0.0% | -1.2% | -1.2% |
| 7D | -0.5% | -0.9% | +0.3% | +0.2% |
| 30D | +24.0% | -1.4% | +25.4% | +25.5% |
| 3M | +16.1% | -2.2% | +18.2% | +18.2% |
| 6M | -11.6% | -1.9% | -9.7% | -10.1% |
| YTD | +21.5% | -0.8% | +22.3% | +22.6% |
| 1Y | +39.2% | +2.7% | +36.4% | +36.8% |
| 3Y | +347.4% | +8.6% | +338.8% | +323.2% |
| 5Y | +290.1% | +2.0% | +288.1% | +282.2% |
| 10Y | +357.8% | +17.9% | +339.9% | +324.0% |
| All | +452.6% | +76.3% | +376.3% | +421.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling