+504.3%
MUU vs AEIS
+6.2%
+498.1%
-68.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -14.0% | -11.1% | -2.9% | +2.1% |
| 7D | -35.9% | -12.7% | -23.2% | -21.9% |
| 30D | -47.1% | -28.8% | -18.3% | -13.1% |
| 3M | -29.8% | -38.0% | +8.2% | +39.4% |
| 6M | +16.0% | -45.3% | +61.3% | +199.1% |
| YTD | +286.1% | +1.1% | +284.9% | +288.7% |
| 1Y | +504.3% | +8.6% | +495.7% | +467.1% |
| All | +504.3% | +6.2% | +498.1% | +467.1% |
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