+2,538.2%
MUU vs KRE
+39.1%
+2,499.2%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -1.3% | -1.7% | -1.3% |
| 7D | +13.9% | +2.3% | +11.6% | +10.7% |
| 30D | +24.8% | -2.5% | +27.3% | +29.3% |
| 3M | -15.7% | +6.2% | -22.0% | -24.8% |
| 6M | +338.9% | +15.8% | +323.1% | +236.0% |
| YTD | +563.2% | +16.0% | +547.2% | +394.3% |
| 1Y | +2,577.5% | +16.2% | +2,561.3% | +1,873.0% |
| All | +2,538.2% | +39.1% | +2,499.2% | +1,422.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling