+2,538.2%
MUU vs AEE
+30.1%
+2,508.1%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +1.0% | -4.0% | -2.7% |
| 7D | +13.9% | +1.3% | +12.6% | +14.5% |
| 30D | +24.8% | -1.2% | +26.0% | +24.3% |
| 3M | -15.7% | +1.0% | -16.8% | -15.5% |
| 6M | +338.9% | -2.3% | +341.2% | +341.7% |
| YTD | +563.2% | +9.1% | +554.0% | +558.0% |
| 1Y | +2,577.5% | +10.6% | +2,566.9% | +2,538.2% |
| All | +2,538.2% | +30.1% | +2,508.1% | +3,040.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling