+2,538.2%
MUU vs AEM
+162.5%
+2,375.8%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | AEM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -1.4% | -1.6% | -1.9% |
| 7D | +13.9% | +4.3% | +9.6% | +10.0% |
| 30D | +24.8% | +13.1% | +11.7% | +11.3% |
| 3M | -15.7% | +24.8% | -40.5% | -30.0% |
| 6M | +338.9% | -8.2% | +347.1% | +347.9% |
| YTD | +563.2% | +19.8% | +543.3% | +478.5% |
| 1Y | +2,577.5% | +32.1% | +2,545.4% | +2,172.1% |
| All | +2,538.2% | +162.5% | +2,375.8% | +1,301.3% |
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 1990-01-01 to 2026-09-08: 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling