+2,981.5%
MUU vs MKSI
+162.5%
+2,818.9%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MKSI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.6% | +4.3% | +7.3% | +4.0% |
| 7D | +17.4% | +1.8% | +15.6% | +14.2% |
| 30D | +24.0% | -16.8% | +40.7% | +70.0% |
| 3M | -23.9% | -21.1% | -2.8% | +41.1% |
| 6M | +284.4% | +10.8% | +273.6% | +357.6% |
| YTD | +583.7% | +63.3% | +520.4% | +354.7% |
| 1Y | +2,981.5% | +157.0% | +2,824.5% | +1,015.2% |
| All | +2,981.5% | +162.5% | +2,818.9% | +1,015.2% |
Cumulative growth
Daily Returns
Daily percentage return beside MKSI.
Daily Out/Under-Performance
Portfolio return minus MKSI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MKSI 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 MKSI 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