+2,981.5%
MUU vs AEP
+16.1%
+2,965.4%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.6% | -0.2% | +11.8% | +11.5% |
| 7D | +17.4% | +1.8% | +15.6% | +18.2% |
| 30D | +24.0% | -0.8% | +24.8% | +23.5% |
| 3M | -23.9% | -1.8% | -22.1% | -23.1% |
| 6M | +284.4% | -5.4% | +289.8% | +289.6% |
| YTD | +583.7% | +10.4% | +573.3% | +583.3% |
| 1Y | +2,981.5% | +18.2% | +2,963.3% | +3,122.7% |
| All | +2,981.5% | +16.1% | +2,965.4% | +3,122.7% |
Cumulative growth
Daily Returns
Daily percentage return beside AEP.
Daily Out/Under-Performance
Portfolio return minus AEP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEP 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 AEP 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