+1,581.2%
HWM vs MUB
+19.0%
+1,562.2%
-64.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.5% | +1.0% | +1.0% |
| 7D | -8.0% | -0.7% | -7.3% | -7.4% |
| 30D | -18.0% | -2.0% | -16.0% | -16.5% |
| 3M | -9.5% | -2.5% | -7.0% | -7.3% |
| 6M | -8.4% | -2.3% | -6.0% | -6.3% |
| YTD | +13.6% | -1.3% | +14.9% | +15.2% |
| 1Y | +30.2% | +1.1% | +29.1% | +29.2% |
| 3Y | +392.2% | +8.2% | +384.0% | +353.4% |
| 5Y | +645.2% | +1.5% | +643.7% | +631.9% |
| All | +1,581.2% | +19.0% | +1,562.2% | +1,735.7% |
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