+2,423.9%
MUU vs AEE
+27.9%
+2,395.9%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.3% | -1.2% | -8.1% | -9.8% |
| 7D | +3.6% | -0.7% | +4.2% | +3.3% |
| 30D | +22.3% | -2.0% | +24.3% | +21.5% |
| 3M | -8.2% | -2.8% | -5.4% | -8.8% |
| 6M | +256.3% | -3.6% | +259.9% | +256.2% |
| YTD | +534.4% | +7.3% | +527.1% | +525.6% |
| 1Y | +2,163.5% | +8.7% | +2,154.8% | +2,116.5% |
| All | +2,423.9% | +27.9% | +2,395.9% | +2,885.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling