+504.3%
MUU vs KEY
+29.6%
+474.7%
-68.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KEY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -14.0% | +1.5% | -15.5% | -14.8% |
| 7D | -35.9% | +1.7% | -37.5% | -36.6% |
| 30D | -47.1% | +6.8% | -53.9% | -49.5% |
| 3M | -29.8% | -5.8% | -24.0% | -26.4% |
| 6M | +16.0% | +1.4% | +14.6% | +15.5% |
| YTD | +286.1% | +7.5% | +278.6% | +239.5% |
| 1Y | +504.3% | +29.6% | +474.7% | +329.8% |
| All | +504.3% | +29.6% | +474.7% | +329.8% |
Cumulative growth
Daily Returns
Daily percentage return beside KEY.
Daily Out/Under-Performance
Portfolio return minus KEY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KEY 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 KEY 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