+2,538.2%
MUU vs KMB
-21.1%
+2,559.3%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | KMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -1.9% | -1.1% | -4.9% |
| 7D | +13.9% | -2.7% | +16.6% | +11.0% |
| 30D | +24.8% | -5.0% | +29.8% | +19.1% |
| 3M | -15.7% | +6.6% | -22.3% | -9.0% |
| 6M | +338.9% | +1.0% | +337.9% | +361.0% |
| YTD | +563.2% | +6.0% | +557.2% | +636.0% |
| 1Y | +2,577.5% | -16.6% | +2,594.1% | +2,420.1% |
| All | +2,538.2% | -21.1% | +2,559.3% | +2,744.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling