+1,843.7%
MUU vs AEE
+8.8%
+1,834.9%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | 0.0% | -1.1% | -1.1% |
| 7D | -8.2% | -0.8% | -7.5% | -8.9% |
| 30D | +10.2% | -2.9% | +13.1% | +7.2% |
| 3M | -26.5% | -2.4% | -24.1% | -26.9% |
| 6M | +227.2% | -2.7% | +229.9% | +233.2% |
| YTD | +527.4% | +7.3% | +520.2% | +557.0% |
| 1Y | +1,843.7% | +7.5% | +1,836.1% | +1,994.3% |
| All | +1,843.7% | +8.8% | +1,834.9% | +1,994.3% |
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