+2,423.9%
MUU vs OKE
+11.2%
+2,412.7%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.3% | -0.1% | -9.2% | -9.3% |
| 7D | +3.6% | 0.0% | +3.6% | +3.5% |
| 30D | +22.3% | +4.6% | +17.7% | +19.8% |
| 3M | -8.2% | +6.9% | -15.2% | -12.5% |
| 6M | +256.3% | +15.8% | +240.6% | +191.8% |
| YTD | +534.4% | +35.2% | +499.2% | +308.4% |
| 1Y | +2,163.5% | +37.6% | +2,125.9% | +1,286.3% |
| All | +2,423.9% | +11.2% | +2,412.7% | +1,901.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling