+2,981.5%
MUU vs AME
+29.8%
+2,951.7%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AME | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.6% | +1.5% | +10.1% | +7.7% |
| 7D | +17.4% | +0.6% | +16.8% | +15.9% |
| 30D | +24.0% | -6.7% | +30.6% | +47.8% |
| 3M | -23.9% | +4.1% | -28.0% | -22.6% |
| 6M | +284.4% | +1.6% | +282.8% | +306.6% |
| YTD | +583.7% | +16.1% | +567.6% | +500.7% |
| 1Y | +2,981.5% | +27.3% | +2,954.1% | +2,504.2% |
| All | +2,981.5% | +29.8% | +2,951.7% | +2,504.2% |
Cumulative growth
Daily Returns
Daily percentage return beside AME.
Daily Out/Under-Performance
Portfolio return minus AME return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AME 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 AME 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