+2,423.9%
MUU vs AEP
+35.0%
+2,388.8%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.3% | -1.0% | -8.4% | -9.9% |
| 7D | +3.6% | -1.0% | +4.5% | +2.9% |
| 30D | +22.3% | -0.1% | +22.4% | +22.2% |
| 3M | -8.2% | -3.2% | -5.0% | -9.4% |
| 6M | +256.3% | -5.3% | +261.6% | +252.0% |
| YTD | +534.4% | +9.5% | +524.9% | +582.2% |
| 1Y | +2,163.5% | +17.5% | +2,146.0% | +2,492.2% |
| All | +2,423.9% | +35.0% | +2,388.8% | +3,696.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling