+2,423.9%
MUU vs KVUE
-10.2%
+2,434.1%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KVUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.3% | +0.2% | -9.6% | -9.2% |
| 7D | +3.6% | -6.1% | +9.7% | +0.5% |
| 30D | +22.3% | -5.6% | +27.9% | +19.3% |
| 3M | -8.2% | -0.3% | -7.9% | -7.6% |
| 6M | +256.3% | +1.4% | +255.0% | +262.7% |
| YTD | +534.4% | +6.7% | +527.7% | +559.5% |
| 1Y | +2,163.5% | +1.0% | +2,162.5% | +2,188.4% |
| All | +2,423.9% | -10.2% | +2,434.1% | +2,732.8% |
Cumulative growth
Daily Returns
Daily percentage return beside KVUE.
Daily Out/Under-Performance
Portfolio return minus KVUE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KVUE 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 KVUE 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