-2.1%
HSY vs MUB
+9.9%
-12.1%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.4% | +0.9% | +0.9% |
| 7D | -2.1% | -1.3% | -0.9% | -0.8% |
| 30D | +6.1% | +2.2% | +3.9% | +3.9% |
| 3M | -5.6% | -1.6% | -4.0% | -3.9% |
| 6M | -9.5% | -1.3% | -8.3% | -8.2% |
| YTD | -2.1% | -0.7% | -1.4% | -1.2% |
| 1Y | +0.8% | -0.2% | +1.0% | +1.2% |
| 3Y | -2.1% | +9.6% | -11.8% | -9.6% |
| All | -2.1% | +9.9% | -12.1% | -9.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling