+43.3%
HAL vs MUB
+76.3%
-33.0%
-93.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | 0.0% | -0.6% | -0.6% |
| 7D | +2.9% | -0.9% | +3.8% | +3.4% |
| 30D | +17.0% | -1.4% | +18.5% | +17.9% |
| 3M | -9.7% | -2.2% | -7.5% | -8.6% |
| 6M | +8.6% | -1.9% | +10.5% | +9.7% |
| YTD | +33.0% | -0.8% | +33.8% | +33.4% |
| 1Y | +68.3% | +2.7% | +65.6% | +65.3% |
| 3Y | +0.1% | +8.6% | -8.5% | -5.2% |
| 5Y | +102.6% | +2.0% | +100.6% | +99.5% |
| 10Y | +3.8% | +17.9% | -14.1% | -3.4% |
| All | +43.3% | +76.3% | -33.0% | +0.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling