+2,683.6%
MUU vs KHC
-20.0%
+2,703.6%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | -1.2% | +6.7% | +4.6% |
| 7D | +15.0% | -4.8% | +19.8% | +11.0% |
| 30D | +36.8% | +0.3% | +36.5% | +37.5% |
| 3M | -8.5% | +6.7% | -15.2% | -2.5% |
| 6M | +320.7% | +4.2% | +316.6% | +347.0% |
| YTD | +599.7% | +6.7% | +592.9% | +661.3% |
| 1Y | +2,569.2% | -1.4% | +2,570.6% | +2,827.0% |
| All | +2,683.6% | -20.0% | +2,703.6% | +3,366.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling