+257.0%
MUU vs HAS
+63.0%
+194.0%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +0.7% | -3.3% | -2.7% |
| 7D | -32.5% | +3.3% | -35.7% | -32.6% |
| 30D | -55.2% | +30.5% | -85.8% | -56.7% |
| 3M | -40.7% | +29.9% | -70.6% | -42.6% |
| 6M | -43.9% | +26.5% | -70.5% | -48.3% |
| YTD | +203.2% | +51.9% | +151.2% | +125.8% |
| 1Y | +257.0% | +60.9% | +196.1% | +163.0% |
| All | +257.0% | +63.0% | +194.0% | +163.0% |
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