+2,569.2%
MUU vs KMB
-20.2%
+2,589.3%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | -4.1% | +9.6% | +1.3% |
| 7D | +15.0% | -8.6% | +23.6% | +5.2% |
| 30D | +36.8% | -7.5% | +44.3% | +26.9% |
| 3M | -8.5% | -0.6% | -7.9% | -7.4% |
| 6M | +320.7% | -1.5% | +322.3% | +327.9% |
| YTD | +599.7% | +1.6% | +598.1% | +653.7% |
| 1Y | +2,569.2% | -20.8% | +2,590.0% | +2,579.9% |
| All | +2,569.2% | -20.2% | +2,589.3% | +2,579.9% |
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