+2,981.5%
MUU vs AAOI
+352.1%
+2,629.3%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AAOI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.6% | +5.1% | +6.5% | +9.3% |
| 7D | +17.4% | -0.7% | +18.0% | +17.9% |
| 30D | +24.0% | -17.9% | +41.9% | +34.9% |
| 3M | -23.9% | -48.0% | +24.1% | -0.1% |
| 6M | +284.4% | +5.8% | +278.6% | +282.5% |
| YTD | +583.7% | +202.7% | +381.0% | +294.6% |
| 1Y | +2,981.5% | +352.5% | +2,628.9% | +1,343.4% |
| All | +2,981.5% | +352.1% | +2,629.3% | +1,343.4% |
Cumulative growth
Daily Returns
Daily percentage return beside AAOI.
Daily Out/Under-Performance
Portfolio return minus AAOI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AAOI 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 1y: compounded portfolio wealth divided by compounded AAOI 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…
1y analysis · Full analysis span regression · 6 months rolling