+2,423.9%
MUU vs AEM
+155.8%
+2,268.1%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AEM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.3% | -2.9% | -6.4% | -7.1% |
| 7D | +3.6% | -5.0% | +8.6% | +7.9% |
| 30D | +22.3% | +8.5% | +13.9% | +13.1% |
| 3M | -8.2% | +29.3% | -37.5% | -25.4% |
| 6M | +256.3% | -12.9% | +269.3% | +277.1% |
| YTD | +534.4% | +16.8% | +517.6% | +465.8% |
| 1Y | +2,163.5% | +29.8% | +2,133.7% | +1,858.3% |
| All | +2,423.9% | +155.8% | +2,268.1% | +1,270.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling