+1,138.0%
MUU vs KEY
+39.5%
+1,098.5%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KEY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.5% | +2.7% | +9.8% | +8.9% |
| 7D | -27.2% | -0.4% | -26.8% | -25.7% |
| 30D | -54.0% | +7.2% | -61.3% | -57.8% |
| 3M | -41.4% | -4.9% | -36.5% | -37.3% |
| 6M | -42.5% | +1.1% | -43.5% | -44.9% |
| YTD | +211.2% | +6.8% | +204.4% | +169.7% |
| 1Y | +313.4% | +23.3% | +290.1% | +186.1% |
| All | +1,138.0% | +39.5% | +1,098.5% | +586.5% |
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