+75,738.0%
MU vs AEM
+3,285.2%
+72,452.8%
-98.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -5.1% | +4.1% | -0.8% |
| 7D | -15.2% | +13.9% | -29.1% | -16.0% |
| 30D | -29.5% | +0.8% | -30.3% | -29.6% |
| 3M | -15.8% | +5.8% | -21.5% | -16.2% |
| 6M | -2.9% | -1.0% | -1.9% | -3.0% |
| YTD | +154.2% | +13.1% | +141.2% | +152.1% |
| 1Y | +186.6% | +14.4% | +172.2% | +184.0% |
| 3Y | +871.5% | +325.7% | +545.8% | +801.7% |
| 5Y | +911.7% | +273.7% | +637.9% | +839.2% |
| 10Y | +4,277.4% | +390.1% | +3,887.3% | +3,871.6% |
| All | +75,738.0% | +3,285.2% | +72,452.8% | +84,360.7% |
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