+5.3%
HUM vs MUB
+1.2%
+4.2%
-69.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | +0.4% | +1.8% | +2.4% |
| 7D | +2.1% | -0.8% | +2.9% | +1.8% |
| 30D | +5.4% | -2.4% | +7.8% | +4.6% |
| 3M | +11.4% | -2.8% | +14.3% | +10.3% |
| 6M | +141.5% | -2.2% | +143.7% | +139.7% |
| YTD | +61.2% | -1.6% | +62.8% | +60.5% |
| 1Y | +49.2% | 0.0% | +49.1% | +49.5% |
| 3Y | -9.0% | +7.9% | -16.9% | -6.4% |
| All | +5.3% | +1.2% | +4.2% | +1.4% |
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 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