+256.9%
HL vs MUB
+17.2%
+239.7%
-82.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.4% | -1.6% | -2.4% |
| 7D | -4.4% | -0.8% | -3.5% | -2.2% |
| 30D | +9.3% | -2.4% | +11.7% | +16.7% |
| 3M | +32.0% | -2.8% | +34.8% | +43.0% |
| 6M | -6.4% | -2.2% | -4.2% | +0.3% |
| YTD | +3.1% | -1.6% | +4.7% | +8.6% |
| 1Y | +77.6% | 0.0% | +77.5% | +79.3% |
| 3Y | +392.8% | +7.9% | +384.9% | +304.1% |
| 5Y | +234.1% | +1.2% | +232.9% | +228.1% |
| All | +256.9% | +17.2% | +239.7% | +202.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling