+2,423.9%
MUU vs KHC
-20.7%
+2,444.6%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | KHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.3% | -0.9% | -8.4% | -10.0% |
| 7D | +3.6% | -2.5% | +6.1% | +1.6% |
| 30D | +22.3% | +0.5% | +21.8% | +23.1% |
| 3M | -8.2% | +3.0% | -11.2% | -3.9% |
| 6M | +256.3% | +6.6% | +249.7% | +279.7% |
| YTD | +534.4% | +5.8% | +528.6% | +585.1% |
| 1Y | +2,163.5% | -2.2% | +2,165.7% | +2,363.3% |
| All | +2,423.9% | -20.7% | +2,444.6% | +3,019.4% |
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 2016-09-10 to 2026-09-10: 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling