+1,443.8%
HD vs MUB
+76.3%
+1,367.5%
-48.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | 0.0% | +0.9% | +0.9% |
| 7D | -2.1% | -0.9% | -1.2% | -1.4% |
| 30D | -8.4% | -1.4% | -7.0% | -7.5% |
| 3M | +4.3% | -2.2% | +6.5% | +6.1% |
| 6M | -11.1% | -1.9% | -9.3% | -9.8% |
| YTD | -4.7% | -0.8% | -3.9% | -4.0% |
| 1Y | -19.8% | +2.7% | -22.5% | -21.1% |
| 3Y | +4.1% | +8.6% | -4.5% | -0.7% |
| 5Y | +10.3% | +2.0% | +8.3% | +8.4% |
| 10Y | +203.2% | +17.9% | +185.2% | +188.2% |
| All | +1,443.8% | +76.3% | +1,367.5% | +1,305.5% |
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