+1,843.7%
MUU vs AEP
+17.4%
+1,826.3%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.1% | -1.0% | -1.1% |
| 7D | -8.2% | -0.9% | -7.3% | -8.6% |
| 30D | +10.2% | -1.1% | +11.2% | +9.8% |
| 3M | -26.5% | -3.3% | -23.2% | -26.4% |
| 6M | +227.2% | -4.6% | +231.9% | +229.6% |
| YTD | +527.4% | +9.4% | +518.0% | +523.8% |
| 1Y | +1,843.7% | +16.9% | +1,826.7% | +1,912.5% |
| All | +1,843.7% | +17.4% | +1,826.3% | +1,912.5% |
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