+504.3%
MUU vs OKE
+43.1%
+461.2%
-68.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -14.0% | -3.6% | -10.4% | -19.1% |
| 7D | -35.9% | -5.2% | -30.6% | -41.2% |
| 30D | -47.1% | +1.1% | -48.3% | -45.5% |
| 3M | -29.8% | +2.2% | -32.1% | -25.7% |
| 6M | +16.0% | 0.0% | +16.0% | +26.5% |
| YTD | +286.1% | +26.5% | +259.6% | +436.4% |
| 1Y | +504.3% | +44.6% | +459.7% | +620.3% |
| All | +504.3% | +43.1% | +461.2% | +620.3% |
Cumulative growth
Daily Returns
Daily percentage return beside OKE.
Daily Out/Under-Performance
Portfolio return minus OKE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OKE 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 OKE 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