+433.3%
HUT vs MUB
+18.3%
+415.0%
-95.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -0.5% | -3.1% | -2.6% |
| 7D | +18.9% | -0.7% | +19.6% | +20.6% |
| 30D | +12.0% | -2.0% | +13.9% | +16.4% |
| 3M | -14.9% | -2.5% | -12.3% | -10.6% |
| 6M | +96.8% | -2.3% | +99.1% | +107.0% |
| YTD | +108.8% | -1.3% | +110.1% | +115.6% |
| 1Y | +227.4% | +1.1% | +226.3% | +223.8% |
| 3Y | +760.3% | +8.2% | +752.1% | +653.8% |
| 5Y | +86.1% | +1.5% | +84.6% | +81.0% |
| All | +433.3% | +18.3% | +415.0% | +423.9% |
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