+2,981.5%
MUU vs OKE
+35.9%
+2,945.6%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.6% | -0.3% | +11.9% | +11.1% |
| 7D | +17.4% | +0.7% | +16.7% | +18.4% |
| 30D | +24.0% | +9.4% | +14.6% | +40.7% |
| 3M | -23.9% | +8.6% | -32.5% | -11.7% |
| 6M | +284.4% | +15.3% | +269.1% | +367.0% |
| YTD | +583.7% | +34.8% | +548.9% | +811.3% |
| 1Y | +2,981.5% | +35.3% | +2,946.2% | +4,067.7% |
| All | +2,981.5% | +35.9% | +2,945.6% | +4,067.7% |
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