+1,106.1%
MUU vs KMB
-15.1%
+1,121.1%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -1.0% | -1.5% | -3.7% |
| 7D | -32.5% | +6.0% | -38.5% | -27.2% |
| 30D | -55.2% | +13.5% | -68.7% | -47.8% |
| 3M | -40.7% | +3.8% | -44.5% | -36.0% |
| 6M | -43.9% | +15.6% | -59.5% | -30.4% |
| YTD | +203.2% | +14.0% | +189.1% | +274.9% |
| 1Y | +257.0% | +12.9% | +244.1% | +340.2% |
| All | +1,106.1% | -15.1% | +1,121.1% | +1,349.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling