+153.8%
MU vs AEIS
-13.7%
+167.5%
-39.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | +2.4% | +3.7% | +4.3% |
| 7D | +9.0% | +3.0% | +6.0% | +6.6% |
| 30D | +13.8% | -14.6% | +28.5% | +27.6% |
| 3M | +2.1% | -12.4% | +14.5% | +14.4% |
| 6M | +153.8% | -15.0% | +168.8% | +172.1% |
| All | +153.8% | -13.7% | +167.5% | +172.1% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling