+265.1%
MU vs AEE
+13.9%
+251.3%
-39.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.0% | +2.5% | -9.5% | -5.4% |
| 7D | -19.1% | +4.7% | -23.8% | -16.6% |
| 30D | -25.2% | +13.4% | -38.7% | -19.7% |
| 3M | -10.9% | +4.1% | -15.0% | -7.8% |
| 6M | +38.0% | +2.0% | +36.0% | +45.5% |
| YTD | +178.8% | +15.6% | +163.2% | +192.1% |
| 1Y | +265.1% | +14.1% | +251.0% | +282.4% |
| All | +265.1% | +13.9% | +251.3% | +282.4% |
Cumulative growth
Daily Returns
Daily percentage return beside AEE.
Daily Out/Under-Performance
Portfolio return minus AEE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEE 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 AEE 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