+2,620.0%
MUU vs HAL
+27.0%
+2,593.0%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.6% | -0.6% | +12.2% | +12.1% |
| 7D | +17.4% | +2.9% | +14.4% | +14.4% |
| 30D | +24.0% | +17.0% | +6.9% | +6.9% |
| 3M | -23.9% | -9.7% | -14.2% | -16.0% |
| 6M | +284.4% | +8.6% | +275.8% | +236.5% |
| YTD | +583.7% | +33.0% | +550.7% | +357.0% |
| 1Y | +2,981.5% | +68.3% | +2,913.2% | +1,372.8% |
| All | +2,620.0% | +27.0% | +2,593.0% | +1,806.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling