+2,981.5%
MUU vs KEY
+21.3%
+2,960.1%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KEY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.6% | +0.3% | +11.3% | +11.4% |
| 7D | +17.4% | +2.2% | +15.2% | +15.7% |
| 30D | +24.0% | -3.0% | +27.0% | +26.5% |
| 3M | -23.9% | +3.3% | -27.2% | -25.3% |
| 6M | +284.4% | +9.2% | +275.2% | +261.6% |
| YTD | +583.7% | +10.6% | +573.1% | +529.4% |
| 1Y | +2,981.5% | +20.4% | +2,961.1% | +2,572.8% |
| All | +2,981.5% | +21.3% | +2,960.1% | +2,572.8% |
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