+504.3%
MUU vs AEM
+17.3%
+487.0%
-68.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AEM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -14.0% | +9.7% | -23.7% | -23.0% |
| 7D | -35.9% | +0.2% | -36.0% | -36.9% |
| 30D | -47.1% | +0.1% | -47.2% | -47.9% |
| 3M | -29.8% | +22.1% | -51.9% | -47.5% |
| 6M | +16.0% | +2.4% | +13.6% | +10.1% |
| YTD | +286.1% | +8.9% | +277.2% | +207.2% |
| 1Y | +504.3% | +18.7% | +485.6% | +263.1% |
| All | +504.3% | +17.3% | +487.0% | +263.1% |
Cumulative growth
Daily Returns
Daily percentage return beside AEM.
Daily Out/Under-Performance
Portfolio return minus AEM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEM 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 AEM 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