+2,538.2%
MUU vs AME
+43.4%
+2,494.8%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AME | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | 0.0% | -3.0% | -3.0% |
| 7D | +13.9% | +2.8% | +11.1% | +6.9% |
| 30D | +24.8% | -6.3% | +31.1% | +45.3% |
| 3M | -15.7% | +5.4% | -21.1% | -17.3% |
| 6M | +338.9% | +7.4% | +331.4% | +319.6% |
| YTD | +563.2% | +16.2% | +547.0% | +450.3% |
| 1Y | +2,577.5% | +26.8% | +2,550.7% | +1,759.6% |
| All | +2,538.2% | +43.4% | +2,494.8% | +1,525.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling