+906.2%
MU vs AEE
+59.5%
+846.6%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | +1.0% | +5.2% | +6.6% |
| 7D | -12.0% | +2.3% | -14.4% | -11.3% |
| 30D | -28.7% | +11.6% | -40.3% | -25.9% |
| 3M | -16.4% | +5.5% | -21.9% | -14.5% |
| 6M | -1.8% | +6.0% | -7.8% | +1.1% |
| YTD | +157.1% | +16.6% | +140.5% | +170.0% |
| 1Y | +208.5% | +12.1% | +196.4% | +221.3% |
| 3Y | +906.2% | +64.2% | +841.9% | +1,124.3% |
| All | +906.2% | +59.5% | +846.6% | +1,124.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling