+504.3%
MUU vs AON
+2.1%
+502.2%
-68.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -14.0% | +4.4% | -18.4% | -4.7% |
| 7D | -35.9% | +9.4% | -45.3% | -20.6% |
| 30D | -47.1% | +27.0% | -74.1% | -9.6% |
| 3M | -29.8% | -3.1% | -26.7% | -34.3% |
| 6M | +16.0% | +10.0% | +6.0% | +71.9% |
| YTD | +286.1% | -1.6% | +287.7% | +394.0% |
| 1Y | +504.3% | +0.9% | +503.4% | +750.9% |
| All | +504.3% | +2.1% | +502.2% | +750.9% |
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