+56.7%
HST vs MUB
-0.2%
+56.9%
-15.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.4% | +0.3% | +0.5% |
| 7D | +3.6% | -1.3% | +4.8% | +5.6% |
| 30D | +11.2% | +2.2% | +9.0% | +6.2% |
| 3M | +13.1% | -1.6% | +14.7% | +18.7% |
| 6M | +23.9% | -1.3% | +25.2% | +28.8% |
| YTD | +52.3% | -0.7% | +52.9% | +57.8% |
| 1Y | +56.7% | -0.2% | +56.9% | +62.4% |
| All | +56.7% | -0.2% | +56.9% | +62.4% |
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