-9.8%
HAL vs MUB
+10.8%
-20.6%
-52.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.1% | -0.3% | -0.2% |
| 7D | -12.0% | +0.7% | -12.7% | -11.9% |
| 30D | +0.3% | +4.4% | -4.1% | +0.8% |
| 3M | -1.6% | -0.2% | -1.4% | -2.2% |
| 6M | -20.5% | -0.6% | -19.9% | -21.0% |
| YTD | +14.2% | +0.3% | +13.9% | +13.5% |
| 1Y | +18.9% | +0.8% | +18.1% | +18.0% |
| All | -9.8% | +10.8% | -20.6% | -16.2% |
Cumulative growth
Daily Returns
Daily percentage return beside MUB.
Daily Out/Under-Performance
Portfolio return minus MUB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MUB 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 3y: compounded portfolio wealth divided by compounded MUB 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…
3y analysis · Full analysis span regression · 6 months rolling