+504.3%
MUU vs HAS
+66.3%
+438.0%
-68.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -14.0% | +3.1% | -17.1% | -14.3% |
| 7D | -35.9% | +2.4% | -38.3% | -36.0% |
| 30D | -47.1% | +31.6% | -78.7% | -49.6% |
| 3M | -29.8% | +33.9% | -63.7% | -33.7% |
| 6M | +16.0% | +31.4% | -15.4% | +5.1% |
| YTD | +286.1% | +51.6% | +234.4% | +171.1% |
| 1Y | +504.3% | +65.2% | +439.1% | +268.2% |
| All | +504.3% | +66.3% | +438.0% | +268.2% |
Cumulative growth
Daily Returns
Daily percentage return beside HAS.
Daily Out/Under-Performance
Portfolio return minus HAS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HAS 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 1y: compounded portfolio wealth divided by compounded HAS 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…
1y analysis · Full analysis span regression · 6 months rolling