+76,578.9%
MU vs AEM
+3,469.0%
+73,109.9%
-98.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | +4.8% | +1.4% | +6.0% |
| 7D | -12.0% | +17.8% | -29.9% | -13.0% |
| 30D | -28.7% | +6.2% | -35.0% | -29.1% |
| 3M | -16.4% | +12.5% | -29.0% | -17.2% |
| 6M | -1.8% | +4.4% | -6.2% | -2.2% |
| YTD | +157.1% | +19.2% | +137.9% | +154.1% |
| 1Y | +208.5% | +25.5% | +183.0% | +204.1% |
| 3Y | +906.2% | +346.4% | +559.7% | +831.1% |
| 5Y | +893.4% | +305.7% | +587.7% | +818.1% |
| 10Y | +4,271.9% | +375.9% | +3,895.9% | +3,866.0% |
| All | +76,578.9% | +3,469.0% | +73,109.9% | +85,025.0% |
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