+1,843.7%
MUU vs KHC
-1.6%
+1,845.2%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +0.9% | -2.0% | +0.2% |
| 7D | -8.2% | -1.0% | -7.2% | -9.7% |
| 30D | +10.2% | +1.9% | +8.3% | +13.7% |
| 3M | -26.5% | +3.2% | -29.7% | -17.6% |
| 6M | +227.2% | +10.0% | +217.3% | +293.2% |
| YTD | +527.4% | +6.7% | +520.7% | +672.4% |
| 1Y | +1,843.7% | -0.9% | +1,844.6% | +2,309.1% |
| All | +1,843.7% | -1.6% | +1,845.2% | +2,309.1% |
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