+2,683.6%
MUU vs HAL
+27.2%
+2,656.3%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | +0.9% | +4.6% | +4.7% |
| 7D | +15.0% | -1.3% | +16.4% | +16.4% |
| 30D | +36.8% | +10.9% | +25.9% | +24.6% |
| 3M | -8.5% | -5.8% | -2.7% | -4.8% |
| 6M | +320.7% | +8.1% | +312.6% | +269.8% |
| YTD | +599.7% | +33.2% | +566.5% | +367.3% |
| 1Y | +2,569.2% | +74.2% | +2,495.0% | +1,119.7% |
| All | +2,683.6% | +27.2% | +2,656.3% | +1,849.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling