+419.5%
HL vs MUB
+8.2%
+411.3%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -0.5% | +2.4% | +3.1% |
| 7D | +0.4% | -0.7% | +1.1% | +2.0% |
| 30D | +18.8% | -2.0% | +20.8% | +24.4% |
| 3M | +43.7% | -2.5% | +46.3% | +52.7% |
| 6M | -1.0% | -2.3% | +1.3% | +4.8% |
| YTD | +8.7% | -1.3% | +10.0% | +13.3% |
| 1Y | +105.0% | +1.1% | +103.9% | +105.7% |
| All | +419.5% | +8.2% | +411.3% | +328.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling