-24.6%
KVUE vs MUB
+6.8%
-31.4%
-44.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -0.5% | -3.0% | -3.1% |
| 7D | -7.2% | -0.7% | -6.5% | -6.7% |
| 30D | -5.7% | -2.0% | -3.7% | -4.4% |
| 3M | +0.2% | -2.5% | +2.7% | +1.9% |
| 6M | 0.0% | -2.3% | +2.4% | +1.6% |
| YTD | +6.5% | -1.3% | +7.8% | +7.7% |
| 1Y | -1.4% | +1.1% | -2.5% | -1.9% |
| 3Y | -5.6% | +8.2% | -13.8% | -8.1% |
| All | -24.6% | +6.8% | -31.4% | -27.6% |
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