+2,981.5%
MUU vs AEE
+8.8%
+2,972.7%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.6% | +0.1% | +11.5% | +11.7% |
| 7D | +17.4% | +0.3% | +17.0% | +17.7% |
| 30D | +24.0% | -2.3% | +26.2% | +21.3% |
| 3M | -23.9% | +0.2% | -24.1% | -22.6% |
| 6M | +284.4% | -4.7% | +289.2% | +292.2% |
| YTD | +583.7% | +8.1% | +575.6% | +611.6% |
| 1Y | +2,981.5% | +8.5% | +2,972.9% | +3,172.8% |
| All | +2,981.5% | +8.8% | +2,972.7% | +3,172.8% |
Cumulative growth
Daily Returns
Daily percentage return beside AEE.
Daily Out/Under-Performance
Portfolio return minus AEE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEE 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 AEE 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