+8.8%
MUB vs AEIS
+173.5%
-164.8%
-4.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +2.8% | -2.8% | 0.0% |
| 7D | -0.3% | +8.1% | -8.4% | -0.4% |
| 30D | -1.5% | -11.1% | +9.6% | -1.4% |
| 3M | -1.9% | -5.6% | +3.7% | -2.0% |
| 6M | -1.7% | -0.6% | -1.1% | -1.9% |
| YTD | -0.8% | +38.0% | -38.8% | -1.4% |
| 1Y | +1.5% | +87.2% | -85.7% | +0.4% |
| 3Y | +8.8% | +179.7% | -170.9% | +4.9% |
| All | +8.8% | +173.5% | -164.8% | +4.9% |
Cumulative growth
Daily Returns
Daily percentage return beside AEIS.
Daily Out/Under-Performance
Portfolio return minus AEIS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEIS 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 AEIS 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