+4,977.7%
MU vs AEE
+875.5%
+4,102.2%
-98.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | 0.0% | +5.1% | +5.1% |
| 7D | -22.0% | +2.1% | -24.1% | -22.9% |
| 30D | -36.6% | +11.4% | -48.0% | -40.1% |
| 3M | -21.7% | +5.0% | -26.7% | -24.0% |
| 6M | +3.5% | +4.4% | -0.9% | -0.2% |
| YTD | +141.9% | +15.4% | +126.5% | +121.0% |
| 1Y | +189.8% | +13.8% | +176.1% | +166.3% |
| 3Y | +855.4% | +58.0% | +797.4% | +617.3% |
| 5Y | +869.2% | +52.9% | +816.2% | +622.0% |
| 10Y | +4,142.8% | +205.1% | +3,937.7% | +1,860.7% |
| All | +4,977.7% | +875.5% | +4,102.2% | +1,275.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling