+45.9%
HLT vs MUB
+0.1%
+45.8%
-13.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +0.4% | +3.0% | +2.9% |
| 7D | +7.7% | +0.6% | +7.1% | +6.8% |
| 30D | +19.1% | +3.2% | +15.9% | +13.9% |
| 3M | +20.7% | -1.1% | +21.8% | +26.9% |
| 6M | +21.0% | -1.1% | +22.2% | +27.5% |
| YTD | +31.3% | -0.5% | +31.7% | +38.1% |
| 1Y | +45.9% | 0.0% | +45.9% | +53.4% |
| All | +45.9% | +0.1% | +45.8% | +53.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling