+309.9%
KEEL vs MUB
+7.5%
+302.4%
-95.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.5% | 0.0% | +0.3% |
| 7D | +19.3% | -0.7% | +20.0% | +20.6% |
| 30D | +9.1% | -2.0% | +11.1% | +12.6% |
| 3M | -31.5% | -2.5% | -29.0% | -28.7% |
| 6M | +75.8% | -2.3% | +78.2% | +83.3% |
| YTD | +57.9% | -1.3% | +59.2% | +62.1% |
| 1Y | +133.3% | +1.1% | +132.2% | +131.9% |
| 3Y | +204.1% | +8.2% | +195.9% | +178.6% |
| 5Y | -37.5% | +1.5% | -39.0% | -40.5% |
| All | +309.9% | +7.5% | +302.4% | +412.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling