+1.7%
HUT vs MUB
+0.1%
+1.6%
-63.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -23.2% | +0.4% | -23.7% | -24.5% |
| 7D | -29.5% | +0.6% | -30.1% | -31.1% |
| 30D | -45.2% | +3.2% | -48.4% | -52.3% |
| 3M | -51.6% | -1.1% | -50.6% | -44.7% |
| 6M | -37.3% | -1.1% | -36.2% | -27.8% |
| YTD | +6.5% | -0.5% | +7.0% | +17.3% |
| 1Y | +1.7% | 0.0% | +1.8% | +7.4% |
| All | +1.7% | +0.1% | +1.6% | +7.4% |
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