+2,683.6%
MUU vs AEIS
+172.9%
+2,510.6%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | -1.1% | +6.6% | +7.3% |
| 7D | +15.0% | +6.5% | +8.6% | +3.6% |
| 30D | +36.8% | -9.2% | +46.0% | +57.9% |
| 3M | -8.5% | -8.3% | -0.2% | +16.7% |
| 6M | +320.7% | -6.3% | +327.1% | +389.9% |
| YTD | +599.7% | +36.5% | +563.2% | +326.2% |
| 1Y | +2,569.2% | +84.8% | +2,484.4% | +894.2% |
| All | +2,683.6% | +172.9% | +2,510.6% | +508.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling