+5,778.3%
MU vs AEIS
+546.3%
+5,232.0%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +2.8% | -4.4% | -3.6% |
| 7D | +7.2% | +8.1% | -1.0% | +1.4% |
| 30D | +14.0% | -11.1% | +25.1% | +23.0% |
| 3M | +5.4% | -5.6% | +11.0% | +10.0% |
| 6M | +170.3% | -0.6% | +170.9% | +166.8% |
| YTD | +250.7% | +38.0% | +212.6% | +174.8% |
| 1Y | +662.1% | +87.2% | +574.9% | +386.0% |
| 3Y | +1,341.2% | +179.7% | +1,161.5% | +597.4% |
| 5Y | +1,319.3% | +241.7% | +1,077.6% | +489.5% |
| 10Y | +5,778.3% | +547.2% | +5,231.1% | +1,257.9% |
| All | +5,778.3% | +546.3% | +5,232.0% | +1,257.9% |
Cumulative growth
Daily Returns
Daily percentage return beside AEIS.
Daily Out/Under-Performance
Portfolio return minus AEIS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEIS 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 10y: compounded portfolio wealth divided by compounded AEIS 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…
10y analysis · Full analysis span regression · 6 months rolling