+2,981.5%
MUU vs KMI
+21.6%
+2,959.9%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.6% | -0.6% | +12.2% | +10.9% |
| 7D | +17.4% | -0.5% | +17.9% | +16.7% |
| 30D | +24.0% | +0.9% | +23.1% | +25.7% |
| 3M | -23.9% | 0.0% | -23.9% | -21.9% |
| 6M | +284.4% | -5.7% | +290.1% | +289.6% |
| YTD | +583.7% | +17.5% | +566.2% | +589.1% |
| 1Y | +2,981.5% | +22.3% | +2,959.2% | +2,953.1% |
| All | +2,981.5% | +21.6% | +2,959.9% | +2,953.1% |
Cumulative growth
Daily Returns
Daily percentage return beside KMI.
Daily Out/Under-Performance
Portfolio return minus KMI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KMI 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 KMI 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