+256.3%
MUU vs AAOI
-7.9%
+264.2%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | AAOI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.3% | -4.3% | -5.0% | -6.9% |
| 7D | +3.6% | +2.9% | +0.7% | +1.9% |
| 30D | +22.3% | -23.1% | +45.4% | +40.8% |
| 3M | -8.2% | -41.0% | +32.8% | +15.7% |
| 6M | +256.3% | -14.3% | +270.6% | +307.4% |
| All | +256.3% | -7.9% | +264.2% | +307.4% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling