+504.3%
MUU vs AAOI
+91.2%
+413.1%
-68.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AAOI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -14.0% | -7.3% | -6.7% | -10.4% |
| 7D | -35.9% | -27.9% | -7.9% | -24.3% |
| 30D | -47.1% | -51.2% | +4.1% | -25.4% |
| 3M | -29.8% | -55.0% | +25.1% | +1.7% |
| 6M | +16.0% | -65.7% | +81.8% | +88.0% |
| YTD | +286.1% | +70.0% | +216.1% | +188.9% |
| 1Y | +504.3% | +100.9% | +403.4% | +290.2% |
| All | +504.3% | +91.2% | +413.1% | +290.2% |
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