+2,423.9%
MUU vs HAL
+23.6%
+2,400.3%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.3% | -2.9% | -6.5% | -6.7% |
| 7D | +3.6% | -3.3% | +6.8% | +6.9% |
| 30D | +22.3% | +7.2% | +15.1% | +15.1% |
| 3M | -8.2% | -8.8% | +0.6% | -1.4% |
| 6M | +256.3% | +3.0% | +253.4% | +228.9% |
| YTD | +534.4% | +29.4% | +505.0% | +335.7% |
| 1Y | +2,163.5% | +62.8% | +2,100.7% | +1,023.5% |
| All | +2,423.9% | +23.6% | +2,400.3% | +1,717.5% |
Cumulative growth
Daily Returns
Daily percentage return beside HAL.
Daily Out/Under-Performance
Portfolio return minus HAL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HAL 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 HAL 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