+1,341.2%
MU vs AEE
+49.7%
+1,291.5%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +1.0% | -2.6% | -1.4% |
| 7D | +7.2% | +1.3% | +5.8% | +7.5% |
| 30D | +14.0% | -1.2% | +15.2% | +13.7% |
| 3M | +5.4% | +1.0% | +4.4% | +5.7% |
| 6M | +170.3% | -2.3% | +172.6% | +170.4% |
| YTD | +250.7% | +9.1% | +241.5% | +256.2% |
| 1Y | +662.1% | +10.6% | +651.5% | +675.7% |
| 3Y | +1,341.2% | +48.5% | +1,292.7% | +1,539.5% |
| All | +1,341.2% | +49.7% | +1,291.5% | +1,539.5% |
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