+106,206.6%
MU vs AEM
+3,538.8%
+102,667.8%
-98.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | -1.2% | +7.3% | +6.2% |
| 7D | +9.0% | -0.5% | +9.5% | +9.0% |
| 30D | +13.8% | +24.0% | -10.2% | +12.2% |
| 3M | +2.1% | +16.1% | -14.0% | +1.2% |
| 6M | +153.8% | -11.6% | +165.4% | +155.2% |
| YTD | +256.4% | +21.5% | +234.8% | +252.1% |
| 1Y | +719.8% | +39.2% | +680.6% | +704.7% |
| 3Y | +1,360.4% | +347.4% | +1,012.9% | +1,251.7% |
| 5Y | +1,312.4% | +290.1% | +1,022.3% | +1,207.8% |
| 10Y | +6,142.6% | +357.8% | +5,784.8% | +5,570.8% |
| All | +106,206.6% | +3,538.8% | +102,667.8% | +117,883.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling