+2,163.5%
MUU vs AME
+26.3%
+2,137.2%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AME | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.3% | -0.9% | -8.5% | -7.0% |
| 7D | +3.6% | 0.0% | +3.5% | +3.9% |
| 30D | +22.3% | -8.6% | +30.9% | +54.7% |
| 3M | -8.2% | +5.8% | -14.0% | -9.2% |
| 6M | +256.3% | +3.8% | +252.5% | +267.4% |
| YTD | +534.4% | +14.4% | +520.0% | +475.7% |
| 1Y | +2,163.5% | +25.8% | +2,137.7% | +1,881.4% |
| All | +2,163.5% | +26.3% | +2,137.2% | +1,881.4% |
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