+2,620.0%
MUU vs KEY
+44.6%
+2,575.5%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KEY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.6% | +0.3% | +11.3% | +11.2% |
| 7D | +17.4% | +2.2% | +15.2% | +13.9% |
| 30D | +24.0% | -3.0% | +27.0% | +29.4% |
| 3M | -23.9% | +3.3% | -27.2% | -27.8% |
| 6M | +284.4% | +9.2% | +275.2% | +230.5% |
| YTD | +583.7% | +10.6% | +573.1% | +465.1% |
| 1Y | +2,981.5% | +20.4% | +2,961.1% | +2,107.7% |
| All | +2,620.0% | +44.6% | +2,575.5% | +1,338.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling