+661.2%
MU vs AEE
+10.4%
+650.8%
-39.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -0.4% | +3.2% | +2.5% |
| 7D | +7.5% | +1.1% | +6.4% | +8.0% |
| 30D | +19.4% | 0.0% | +19.4% | +19.5% |
| 3M | +9.8% | -0.9% | +10.7% | +10.1% |
| 6M | +164.1% | -2.4% | +166.5% | +166.5% |
| YTD | +260.3% | +8.6% | +251.7% | +267.3% |
| 1Y | +661.2% | +10.2% | +651.0% | +674.9% |
| All | +661.2% | +10.4% | +650.8% | +674.9% |
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