+504.3%
MUU vs KEYS
+55.9%
+448.4%
-68.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KEYS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -14.0% | -6.3% | -7.7% | -3.2% |
| 7D | -35.9% | -14.8% | -21.1% | -14.4% |
| 30D | -47.1% | -25.6% | -21.5% | -10.9% |
| 3M | -29.8% | -16.2% | -13.6% | -3.0% |
| 6M | +16.0% | -18.6% | +34.7% | +93.4% |
| YTD | +286.1% | +40.7% | +245.4% | +231.4% |
| 1Y | +504.3% | +59.6% | +444.7% | +340.2% |
| All | +504.3% | +55.9% | +448.4% | +340.2% |
Cumulative growth
Daily Returns
Daily percentage return beside KEYS.
Daily Out/Under-Performance
Portfolio return minus KEYS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KEYS 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 KEYS 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