+2,538.2%
MUU vs KHC
-19.1%
+2,557.3%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | KHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +0.2% | -3.2% | -2.9% |
| 7D | +13.9% | -2.2% | +16.1% | +12.1% |
| 30D | +24.8% | -0.1% | +24.9% | +25.0% |
| 3M | -15.7% | +8.3% | -24.1% | -9.4% |
| 6M | +338.9% | +5.0% | +333.9% | +369.7% |
| YTD | +563.2% | +8.0% | +555.2% | +627.7% |
| 1Y | +2,577.5% | -1.1% | +2,578.6% | +2,864.7% |
| All | +2,538.2% | -19.1% | +2,557.3% | +3,213.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling