+228.8%
MU vs AEM
+3.6%
+225.3%
-45.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AEM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | 0.0% | -2.5% | -2.5% |
| 7D | +12.8% | -6.8% | +19.6% | +16.0% |
| 30D | -14.9% | +0.8% | -15.7% | -15.9% |
| 3M | -18.0% | -0.8% | -17.2% | -19.4% |
| 6M | -3.1% | -8.5% | +5.4% | -3.8% |
| YTD | +172.9% | +5.9% | +167.0% | +147.5% |
| 1Y | +228.8% | +6.6% | +222.2% | +188.0% |
| All | +228.8% | +3.6% | +225.3% | +188.0% |
Cumulative growth
Daily Returns
Daily percentage return beside AEM.
Daily Out/Under-Performance
Portfolio return minus AEM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEM 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 AEM 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