+132.1%
HON vs MUB
+16.7%
+115.4%
-43.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.7% | -0.6% | -0.5% |
| 7D | -2.6% | -1.2% | -1.4% | -1.2% |
| 30D | -11.9% | -2.8% | -9.1% | -9.0% |
| 3M | -6.1% | -3.1% | -3.0% | -2.6% |
| 6M | -19.2% | -2.9% | -16.3% | -16.3% |
| YTD | +0.2% | -2.0% | +2.2% | +2.7% |
| 1Y | -1.5% | 0.0% | -1.5% | -1.3% |
| 3Y | +17.9% | +7.4% | +10.5% | +8.6% |
| 5Y | +1.9% | +0.8% | +1.2% | +1.8% |
| All | +132.1% | +16.7% | +115.4% | +123.7% |
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