+1,272.2%
MUU vs HAL
+15.7%
+1,256.5%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.2% | +3.1% | -8.4% | -8.1% |
| 7D | +24.7% | +6.1% | +18.6% | +18.4% |
| 30D | -35.1% | +2.9% | -38.0% | -35.4% |
| 3M | -44.3% | +3.3% | -47.6% | -45.0% |
| 6M | -44.4% | -16.9% | -27.5% | -34.0% |
| YTD | +244.9% | +21.2% | +223.7% | +154.2% |
| 1Y | +365.6% | +27.5% | +338.1% | +225.1% |
| All | +1,272.2% | +15.7% | +1,256.5% | +960.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling