+2,620.0%
MUU vs HAS
+38.0%
+2,582.0%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.6% | -0.5% | +12.1% | +12.1% |
| 7D | +17.4% | -1.8% | +19.2% | +19.3% |
| 30D | +24.0% | +2.3% | +21.7% | +20.7% |
| 3M | -23.9% | +10.4% | -34.3% | -31.6% |
| 6M | +284.4% | -3.2% | +287.7% | +276.3% |
| YTD | +583.7% | +15.4% | +568.3% | +423.6% |
| 1Y | +2,981.5% | +18.8% | +2,962.7% | +2,184.0% |
| All | +2,620.0% | +38.0% | +2,582.0% | +1,122.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling