+12.0%
HON vs MUB
+2.5%
+9.5%
-23.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.4% | +0.2% | +0.1% |
| 7D | +1.4% | -1.3% | +2.7% | +2.4% |
| 30D | +7.5% | +2.2% | +5.3% | +5.7% |
| 3M | -4.3% | -1.6% | -2.7% | -3.1% |
| 6M | -1.5% | -1.3% | -0.3% | -0.5% |
| YTD | +10.5% | -0.7% | +11.2% | +11.3% |
| 1Y | +8.5% | -0.2% | +8.7% | +9.0% |
| 3Y | +28.0% | +9.6% | +18.4% | +21.1% |
| All | +12.0% | +2.5% | +9.5% | -3.3% |
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