+2,981.5%
MUU vs KWEB
-27.0%
+3,008.5%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KWEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.6% | +2.0% | +9.6% | +8.5% |
| 7D | +17.4% | -1.0% | +18.4% | +19.2% |
| 30D | +24.0% | -8.7% | +32.7% | +40.9% |
| 3M | -23.9% | -4.0% | -19.9% | -21.2% |
| 6M | +284.4% | -13.1% | +297.6% | +401.5% |
| YTD | +583.7% | -23.5% | +607.2% | +1,082.9% |
| 1Y | +2,981.5% | -27.2% | +3,008.6% | +7,207.1% |
| All | +2,981.5% | -27.0% | +3,008.5% | +7,207.1% |
Cumulative growth
Daily Returns
Daily percentage return beside KWEB.
Daily Out/Under-Performance
Portfolio return minus KWEB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KWEB 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 KWEB 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