+1,272.2%
MUU vs HAS
+79.8%
+1,192.4%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.2% | -0.8% | -4.5% | -4.6% |
| 7D | +24.7% | +1.4% | +23.3% | +23.9% |
| 30D | -35.1% | +26.3% | -61.4% | -46.4% |
| 3M | -44.3% | +25.6% | -69.9% | -54.2% |
| 6M | -44.4% | +30.3% | -74.7% | -57.1% |
| YTD | +244.9% | +50.4% | +194.6% | +110.6% |
| 1Y | +365.6% | +57.7% | +307.9% | +168.3% |
| All | +1,272.2% | +79.8% | +1,192.4% | +392.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling