+2,538.2%
MUU vs HAL
+26.1%
+2,512.1%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -0.7% | -2.3% | -2.4% |
| 7D | +13.9% | +0.5% | +13.5% | +13.4% |
| 30D | +24.8% | +15.9% | +8.9% | +8.6% |
| 3M | -15.7% | -8.7% | -7.0% | -9.7% |
| 6M | +338.9% | +9.0% | +329.8% | +281.9% |
| YTD | +563.2% | +32.0% | +531.1% | +346.3% |
| 1Y | +2,577.5% | +72.5% | +2,505.0% | +1,134.5% |
| All | +2,538.2% | +26.1% | +2,512.1% | +1,761.4% |
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