+2,569.2%
MUU vs KEY
+18.3%
+2,550.9%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KEY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | -0.3% | +5.8% | +5.7% |
| 7D | +15.0% | -0.3% | +15.4% | +15.3% |
| 30D | +36.8% | -3.3% | +40.1% | +40.1% |
| 3M | -8.5% | -0.7% | -7.8% | -8.1% |
| 6M | +320.7% | +12.5% | +308.2% | +283.5% |
| YTD | +599.7% | +8.4% | +591.3% | +547.8% |
| 1Y | +2,569.2% | +18.4% | +2,550.7% | +2,322.7% |
| All | +2,569.2% | +18.3% | +2,550.9% | +2,322.7% |
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