+290.5%
HUT vs MUB
+2.0%
+288.5%
-41.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.4% | 0.0% | +6.4% | +6.4% |
| 7D | +28.3% | -0.3% | +28.6% | +30.3% |
| 30D | +12.3% | -1.5% | +13.8% | +22.6% |
| 3M | -16.8% | -1.9% | -14.9% | -6.4% |
| 6M | +111.4% | -1.7% | +113.1% | +132.3% |
| YTD | +116.6% | -0.8% | +117.3% | +135.7% |
| 1Y | +290.5% | +1.5% | +289.0% | +304.4% |
| All | +290.5% | +2.0% | +288.5% | +304.4% |
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