+294.5%
KEEL vs MUB
+7.2%
+287.3%
-95.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | +0.4% | +3.3% | +3.1% |
| 7D | +2.9% | -0.8% | +3.7% | +4.4% |
| 30D | +0.8% | -2.4% | +3.2% | +4.9% |
| 3M | -35.3% | -2.8% | -32.5% | -32.2% |
| 6M | +59.4% | -2.2% | +61.6% | +66.2% |
| YTD | +51.9% | -1.6% | +53.5% | +56.9% |
| 1Y | +75.0% | 0.0% | +75.0% | +76.6% |
| 3Y | +224.5% | +7.9% | +216.7% | +199.0% |
| 5Y | -35.9% | +1.2% | -37.1% | -38.7% |
| All | +294.5% | +7.2% | +287.3% | +396.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling