+2,423.9%
MUU vs KRE
+38.1%
+2,385.7%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.3% | +0.5% | -9.8% | -10.0% |
| 7D | +3.6% | -1.4% | +5.0% | +5.5% |
| 30D | +22.3% | -3.9% | +26.2% | +29.0% |
| 3M | -8.2% | +3.6% | -11.8% | -15.2% |
| 6M | +256.3% | +15.4% | +241.0% | +173.6% |
| YTD | +534.4% | +15.2% | +519.2% | +376.3% |
| 1Y | +2,163.5% | +16.5% | +2,147.0% | +1,553.3% |
| All | +2,423.9% | +38.1% | +2,385.7% | +1,367.4% |
Cumulative growth
Daily Returns
Daily percentage return beside KRE.
Daily Out/Under-Performance
Portfolio return minus KRE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KRE 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 5y: compounded portfolio wealth divided by compounded KRE 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…
5y analysis · Full analysis span regression · 6 months rolling