+2,569.2%
MUU vs HAS
+16.0%
+2,553.2%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | -1.5% | +7.0% | +6.2% |
| 7D | +15.0% | -4.8% | +19.9% | +17.5% |
| 30D | +36.8% | -5.1% | +41.9% | +39.7% |
| 3M | -8.5% | +6.4% | -14.9% | -12.9% |
| 6M | +320.7% | -5.6% | +326.4% | +310.2% |
| YTD | +599.7% | +11.0% | +588.7% | +432.5% |
| 1Y | +2,569.2% | +16.8% | +2,552.4% | +1,750.4% |
| All | +2,569.2% | +16.0% | +2,553.2% | +1,750.4% |
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