+2,396.1%
MUU vs AAOI
+556.9%
+1,839.2%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AAOI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +2.0% | -3.1% | -2.0% |
| 7D | -8.2% | -0.2% | -8.1% | -8.3% |
| 30D | +10.2% | -23.7% | +33.9% | +23.4% |
| 3M | -26.5% | -39.0% | +12.5% | -6.9% |
| 6M | +227.2% | -17.0% | +244.3% | +242.5% |
| YTD | +527.4% | +202.2% | +325.2% | +247.7% |
| 1Y | +1,843.7% | +292.4% | +1,551.3% | +838.5% |
| All | +2,396.1% | +556.9% | +1,839.2% | +898.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling