+1,645.7%
HCA vs MUB
+55.4%
+1,590.4%
-54.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | 0.0% | -0.7% | -0.7% |
| 7D | -2.8% | -0.3% | -2.5% | -2.5% |
| 30D | -2.7% | -1.5% | -1.2% | -1.3% |
| 3M | +11.5% | -1.9% | +13.4% | +13.5% |
| 6M | -24.3% | -1.7% | -22.6% | -23.0% |
| YTD | -13.6% | -0.8% | -12.8% | -12.9% |
| 1Y | -3.2% | +1.5% | -4.7% | -4.5% |
| 3Y | +50.4% | +8.8% | +41.6% | +39.6% |
| 5Y | +64.8% | +2.0% | +62.8% | +60.5% |
| 10Y | +456.5% | +18.0% | +438.6% | +415.6% |
| All | +1,645.7% | +55.4% | +1,590.4% | +1,032.9% |
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