+73.9%
MUB vs HAS
+534.8%
-460.8%
-13.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.5% | +0.5% | 0.0% |
| 7D | -0.9% | -1.8% | +0.9% | -0.8% |
| 30D | -1.4% | +2.3% | -3.7% | -1.4% |
| 3M | -2.2% | +10.4% | -12.5% | -2.3% |
| 6M | -1.9% | -3.2% | +1.4% | -1.9% |
| YTD | -0.8% | +15.4% | -16.2% | -1.0% |
| 1Y | +2.7% | +18.8% | -16.1% | +2.5% |
| 3Y | +8.6% | +43.9% | -35.4% | +7.9% |
| 5Y | +2.0% | +13.9% | -11.9% | +1.5% |
| 10Y | +17.9% | +56.4% | -38.5% | +16.5% |
| All | +73.9% | +534.8% | -460.8% | +75.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling