+320.7%
MUU vs AON
-10.4%
+331.1%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | AON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | -3.5% | +9.0% | -3.7% |
| 7D | +15.0% | -7.9% | +22.9% | -7.5% |
| 30D | +36.8% | -14.6% | +51.5% | -12.5% |
| 3M | -8.5% | -7.9% | -0.6% | -7.8% |
| 6M | +320.7% | -8.0% | +328.7% | +351.8% |
| All | +320.7% | -10.4% | +331.1% | +351.8% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling