+1,018.0%
KEYS vs MUB
+17.2%
+1,000.8%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | +0.4% | +3.6% | +3.6% |
| 7D | +3.5% | -0.8% | +4.3% | +4.4% |
| 30D | -4.5% | -2.4% | -2.1% | -2.2% |
| 3M | -0.4% | -2.8% | +2.4% | +2.4% |
| 6M | +19.1% | -2.2% | +21.4% | +21.9% |
| YTD | +66.7% | -1.6% | +68.3% | +69.7% |
| 1Y | +96.5% | 0.0% | +96.4% | +97.0% |
| 3Y | +155.2% | +7.9% | +147.3% | +137.8% |
| 5Y | +88.0% | +1.2% | +86.8% | +84.7% |
| All | +1,018.0% | +17.2% | +1,000.8% | +1,056.8% |
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