+661.2%
MU vs AEIS
+85.4%
+575.8%
-39.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -1.1% | +3.9% | +3.6% |
| 7D | +7.5% | +6.5% | +1.0% | +2.3% |
| 30D | +19.4% | -9.2% | +28.5% | +27.5% |
| 3M | +9.8% | -8.3% | +18.2% | +17.8% |
| 6M | +164.1% | -6.3% | +170.5% | +165.8% |
| YTD | +260.3% | +36.5% | +223.8% | +164.9% |
| 1Y | +661.2% | +84.8% | +576.4% | +352.5% |
| All | +661.2% | +85.4% | +575.8% | +352.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling