+244.6%
HUT vs MUB
+19.5%
+225.1%
-95.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.8% | +2.3% | +3.0% |
| 7D | +34.9% | -0.8% | +35.7% | +37.0% |
| 30D | -25.9% | +2.4% | -28.3% | -29.6% |
| 3M | -31.7% | -1.1% | -30.6% | -30.5% |
| 6M | -42.2% | -1.0% | -41.2% | -41.3% |
| YTD | +34.9% | -0.3% | +35.2% | +36.1% |
| 1Y | +48.5% | 0.0% | +48.5% | +49.3% |
| 3Y | +471.2% | +10.2% | +461.0% | +382.7% |
| 5Y | -18.9% | +2.9% | -21.8% | -23.4% |
| All | +244.6% | +19.5% | +225.1% | +230.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling