+7,379.9%
MU vs AEE
+813.9%
+6,566.0%
-98.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | +0.1% | +6.0% | +6.1% |
| 7D | +9.0% | +0.3% | +8.6% | +8.8% |
| 30D | +13.8% | -2.3% | +16.1% | +15.0% |
| 3M | +2.1% | +0.2% | +1.9% | +0.9% |
| 6M | +153.8% | -4.7% | +158.6% | +156.5% |
| YTD | +256.4% | +8.1% | +248.3% | +237.7% |
| 1Y | +719.8% | +8.5% | +711.2% | +672.8% |
| 3Y | +1,360.4% | +48.9% | +1,311.5% | +1,031.6% |
| 5Y | +1,312.4% | +39.9% | +1,272.5% | +1,004.2% |
| 10Y | +6,142.6% | +186.5% | +5,956.0% | +2,884.8% |
| All | +7,379.9% | +813.9% | +6,566.0% | +2,001.6% |
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