+2,981.5%
MUU vs AEIS
+93.3%
+2,888.1%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.6% | +2.4% | +9.2% | +7.9% |
| 7D | +17.4% | +3.0% | +14.4% | +12.6% |
| 30D | +24.0% | -14.6% | +38.6% | +57.4% |
| 3M | -23.9% | -12.4% | -11.5% | +7.7% |
| 6M | +284.4% | -15.0% | +299.4% | +426.5% |
| YTD | +583.7% | +34.3% | +549.4% | +353.1% |
| 1Y | +2,981.5% | +87.4% | +2,894.1% | +1,215.3% |
| All | +2,981.5% | +93.3% | +2,888.1% | +1,215.3% |
Cumulative growth
Daily Returns
Daily percentage return beside AEIS.
Daily Out/Under-Performance
Portfolio return minus AEIS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEIS 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 AEIS 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