+1,138.0%
MUU vs HAS
+80.3%
+1,057.7%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.5% | +1.7% | +10.8% | +11.2% |
| 7D | -27.2% | +2.2% | -29.3% | -28.1% |
| 30D | -54.0% | +29.6% | -83.6% | -63.1% |
| 3M | -41.4% | +30.3% | -71.7% | -53.7% |
| 6M | -42.5% | +25.6% | -68.1% | -54.2% |
| YTD | +211.2% | +50.8% | +160.4% | +89.0% |
| 1Y | +313.4% | +63.0% | +250.4% | +128.5% |
| All | +1,138.0% | +80.3% | +1,057.7% | +341.4% |
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 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