+2,981.5%
MUU vs AON
-13.5%
+2,995.0%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.6% | -1.2% | +12.8% | +9.0% |
| 7D | +17.4% | -9.1% | +26.5% | -4.4% |
| 30D | +24.0% | -10.2% | +34.2% | -2.3% |
| 3M | -23.9% | +0.5% | -24.4% | -10.9% |
| 6M | +284.4% | -4.8% | +289.3% | +341.5% |
| YTD | +583.7% | -8.0% | +591.7% | +663.6% |
| 1Y | +2,981.5% | -13.1% | +2,994.5% | +3,788.1% |
| All | +2,981.5% | -13.5% | +2,995.0% | +3,788.1% |
Cumulative growth
Daily Returns
Daily percentage return beside AON.
Daily Out/Under-Performance
Portfolio return minus AON return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AON 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 AON 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