+2,396.1%
MUU vs AEM
+160.6%
+2,235.5%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AEM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +1.9% | -3.0% | -2.6% |
| 7D | -8.2% | -2.1% | -6.1% | -6.5% |
| 30D | +10.2% | +8.4% | +1.7% | +1.8% |
| 3M | -26.5% | +27.3% | -53.8% | -40.0% |
| 6M | +227.2% | -9.7% | +236.9% | +237.9% |
| YTD | +527.4% | +19.0% | +508.5% | +451.3% |
| 1Y | +1,843.7% | +31.5% | +1,812.2% | +1,559.7% |
| All | +2,396.1% | +160.6% | +2,235.5% | +1,235.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling