+1,371.2%
MU vs AEM
+359.0%
+1,012.3%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AEM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | -1.2% | +7.3% | +6.5% |
| 7D | +9.0% | -0.5% | +9.5% | +9.1% |
| 30D | +13.8% | +24.0% | -10.2% | +4.3% |
| 3M | +2.1% | +16.1% | -14.0% | -4.6% |
| 6M | +153.8% | -11.6% | +165.4% | +155.7% |
| YTD | +256.4% | +21.5% | +234.8% | +227.1% |
| 1Y | +719.8% | +39.2% | +680.6% | +629.1% |
| All | +1,371.2% | +359.0% | +1,012.3% | +879.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling