+192.7%
HUT vs MUB
+20.3%
+172.5%
-95.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +14.6% | +0.1% | +14.5% | +14.4% |
| 7D | -11.4% | +0.7% | -12.1% | -12.7% |
| 30D | -41.0% | +4.4% | -45.4% | -46.0% |
| 3M | -41.9% | -0.2% | -41.8% | -41.9% |
| 6M | -51.7% | -0.6% | -51.1% | -51.2% |
| YTD | +14.6% | +0.3% | +14.3% | +14.3% |
| 1Y | +21.4% | +0.8% | +20.6% | +20.3% |
| 3Y | +359.8% | +12.0% | +347.8% | +277.0% |
| 5Y | -27.5% | +3.4% | -30.9% | -32.1% |
| All | +192.7% | +20.3% | +172.5% | +177.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling