-27.4%
MUU vs KHC
-0.4%
-27.0%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3mo.
| Period | Portfolio | KHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +24.2% | +0.1% | +24.0% | +24.4% |
| 7D | -2.5% | -4.6% | +2.1% | -9.7% |
| 30D | -39.7% | +8.1% | -47.9% | -33.3% |
| 3M | -27.4% | 0.0% | -27.4% | -21.0% |
| All | -27.4% | -0.4% | -27.0% | -21.0% |
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 3mo: 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…
3mo analysis · Full analysis span regression · Available span rolling