+504.3%
MUU vs KMB
+11.9%
+492.4%
-68.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -14.0% | +4.1% | -18.1% | -8.3% |
| 7D | -35.9% | +0.4% | -36.2% | -34.7% |
| 30D | -47.1% | +14.0% | -61.2% | -35.7% |
| 3M | -29.8% | -1.3% | -28.5% | -28.6% |
| 6M | +16.0% | +16.7% | -0.7% | +44.9% |
| YTD | +286.1% | +12.0% | +274.1% | +455.2% |
| 1Y | +504.3% | +13.6% | +490.7% | +780.7% |
| All | +504.3% | +11.9% | +492.4% | +780.7% |
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