+2,620.0%
MUU vs KHC
-19.3%
+2,639.3%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.6% | -0.7% | +12.3% | +11.1% |
| 7D | +17.4% | -1.8% | +19.1% | +15.9% |
| 30D | +24.0% | -1.9% | +25.8% | +22.3% |
| 3M | -23.9% | +14.4% | -38.3% | -16.5% |
| 6M | +284.4% | +8.7% | +275.7% | +316.3% |
| YTD | +583.7% | +7.8% | +575.9% | +649.0% |
| 1Y | +2,981.5% | -1.5% | +2,983.0% | +3,308.3% |
| All | +2,620.0% | -19.3% | +2,639.3% | +3,310.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling