+177.6%
KEEL vs MUB
+2.9%
+174.7%
-73.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | 0.0% | +3.6% | +3.4% |
| 7D | +7.8% | -0.9% | +8.6% | +13.6% |
| 30D | -11.7% | -1.4% | -10.3% | -3.7% |
| 3M | -41.5% | -2.2% | -39.3% | -32.4% |
| 6M | +54.9% | -1.9% | +56.8% | +75.3% |
| YTD | +47.7% | -0.8% | +48.4% | +58.0% |
| 1Y | +177.6% | +2.7% | +174.9% | +177.9% |
| All | +177.6% | +2.9% | +174.7% | +177.9% |
Cumulative growth
Daily Returns
Daily percentage return beside MUB.
Daily Out/Under-Performance
Portfolio return minus MUB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MUB 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 MUB 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