+2,396.1%
MUU vs OKE
+12.2%
+2,383.9%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +0.9% | -2.0% | -1.5% |
| 7D | -8.2% | +1.2% | -9.5% | -8.8% |
| 30D | +10.2% | +4.5% | +5.7% | +7.9% |
| 3M | -26.5% | +9.6% | -36.1% | -30.7% |
| 6M | +227.2% | +15.4% | +211.8% | +170.7% |
| YTD | +527.4% | +36.5% | +491.0% | +302.4% |
| 1Y | +1,843.7% | +39.0% | +1,804.7% | +1,084.8% |
| All | +2,396.1% | +12.2% | +2,383.9% | +1,871.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling