+2.6%
MUB vs HAS
+48.2%
-45.6%
-11.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.8% | +0.4% | -0.3% |
| 7D | -1.3% | +1.4% | -2.6% | -1.3% |
| 30D | +2.2% | +26.3% | -24.1% | +1.7% |
| 3M | -1.6% | +25.6% | -27.2% | -2.1% |
| 6M | -1.3% | +30.3% | -31.5% | -1.8% |
| YTD | -0.7% | +50.4% | -51.0% | -1.6% |
| 1Y | -0.2% | +57.7% | -57.9% | -1.2% |
| 3Y | +9.6% | +213.4% | -203.7% | +7.0% |
| All | +2.6% | +48.2% | -45.6% | +1.2% |
Cumulative growth
Daily Returns
Daily percentage return beside HAS.
Daily Out/Under-Performance
Portfolio return minus HAS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HAS 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 HAS 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