+86.3%
HUT vs MUB
+2.2%
+84.2%
-95.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | 0.0% | +6.2% | +6.1% |
| 7D | +17.8% | -0.9% | +18.6% | +20.6% |
| 30D | +0.8% | -1.4% | +2.3% | +4.9% |
| 3M | -26.8% | -2.2% | -24.6% | -22.3% |
| 6M | +72.6% | -1.9% | +74.4% | +82.7% |
| YTD | +103.6% | -0.8% | +104.4% | +109.9% |
| 1Y | +265.3% | +2.7% | +262.5% | +245.7% |
| 3Y | +689.4% | +8.6% | +680.8% | +547.6% |
| All | +86.3% | +2.2% | +84.2% | +62.5% |
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