+112.5%
HL vs MUB
+2.8%
+109.7%
-58.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.5% | -0.8% | -4.6% | -3.2% |
| 7D | -7.6% | -0.8% | -6.8% | -5.3% |
| 30D | -17.5% | +2.4% | -19.9% | -22.6% |
| 3M | -26.2% | -1.1% | -25.1% | -23.6% |
| 6M | -35.1% | -1.0% | -34.1% | -32.5% |
| YTD | -30.4% | -0.3% | -30.1% | -28.8% |
| 1Y | -14.0% | 0.0% | -13.9% | -12.6% |
| 3Y | +256.3% | +10.2% | +246.2% | +171.3% |
| 5Y | +112.5% | +2.9% | +109.6% | +85.0% |
| All | +112.5% | +2.8% | +109.7% | +85.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling