+504.3%
MUU vs MKSI
+40.1%
+464.2%
-68.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MKSI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -14.0% | -5.0% | -9.0% | -5.1% |
| 7D | -35.9% | -10.7% | -25.2% | -20.5% |
| 30D | -47.1% | -30.5% | -16.6% | +2.6% |
| 3M | -29.8% | -39.2% | +9.3% | +70.1% |
| 6M | +16.0% | -33.0% | +49.0% | +213.7% |
| YTD | +286.1% | +22.3% | +263.8% | +311.2% |
| 1Y | +504.3% | +42.7% | +461.6% | +436.2% |
| All | +504.3% | +40.1% | +464.2% | +436.2% |
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