+504.3%
MUU vs KHC
+11.6%
+492.7%
-68.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -14.0% | +3.8% | -17.8% | -7.5% |
| 7D | -35.9% | +6.6% | -42.5% | -27.2% |
| 30D | -47.1% | +16.5% | -63.6% | -29.1% |
| 3M | -29.8% | -3.0% | -26.9% | -30.5% |
| 6M | +16.0% | +17.4% | -1.4% | +62.8% |
| YTD | +286.1% | +10.3% | +275.7% | +442.8% |
| 1Y | +504.3% | +12.5% | +491.9% | +775.9% |
| All | +504.3% | +11.6% | +492.7% | +775.9% |
Cumulative growth
Daily Returns
Daily percentage return beside KHC.
Daily Out/Under-Performance
Portfolio return minus KHC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KHC 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 KHC 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