+2,423.9%
MUU vs MKSI
+149.3%
+2,274.6%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MKSI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.3% | -2.3% | -7.0% | -5.6% |
| 7D | +3.6% | +4.9% | -1.3% | -3.6% |
| 30D | +22.3% | -11.0% | +33.3% | +48.8% |
| 3M | -8.2% | -17.1% | +8.9% | +47.0% |
| 6M | +256.3% | +16.4% | +239.9% | +279.9% |
| YTD | +534.4% | +64.3% | +470.1% | +316.2% |
| 1Y | +2,163.5% | +137.7% | +2,025.8% | +819.1% |
| All | +2,423.9% | +149.3% | +2,274.6% | +1,008.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling