+1,551.6%
HD vs MUB
+78.3%
+1,473.3%
-48.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +0.1% | -1.9% | -1.9% |
| 7D | +4.3% | +0.7% | +3.6% | +3.8% |
| 30D | +20.2% | +4.4% | +15.8% | +16.5% |
| 3M | -1.0% | -0.2% | -0.8% | -0.9% |
| 6M | +7.9% | -0.6% | +8.5% | +8.5% |
| YTD | +2.0% | +0.3% | +1.6% | +1.9% |
| 1Y | -4.3% | +0.8% | -5.1% | -4.6% |
| 3Y | +25.9% | +12.0% | +13.9% | +17.9% |
| 5Y | +5.8% | +3.4% | +2.4% | +3.1% |
| 10Y | +262.5% | +20.7% | +241.9% | +242.0% |
| All | +1,551.6% | +78.3% | +1,473.3% | +1,391.8% |
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