+2,981.5%
MUU vs KMB
-14.3%
+2,995.8%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.6% | -2.8% | +14.4% | +8.7% |
| 7D | +17.4% | -4.2% | +21.6% | +12.6% |
| 30D | +24.0% | -6.6% | +30.6% | +16.1% |
| 3M | -23.9% | +12.6% | -36.5% | -14.4% |
| 6M | +284.4% | +2.9% | +281.6% | +309.7% |
| YTD | +583.7% | +6.8% | +576.9% | +671.4% |
| 1Y | +2,981.5% | -14.8% | +2,996.2% | +3,467.0% |
| All | +2,981.5% | -14.3% | +2,995.8% | +3,467.0% |
Cumulative growth
Daily Returns
Daily percentage return beside KMB.
Daily Out/Under-Performance
Portfolio return minus KMB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KMB 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 KMB 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