+504.3%
MUU vs HBM
+47.3%
+457.0%
-68.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HBM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -14.0% | +3.6% | -17.6% | -18.4% |
| 7D | -35.9% | -5.8% | -30.0% | -31.3% |
| 30D | -47.1% | -18.5% | -28.6% | -32.0% |
| 3M | -29.8% | -10.3% | -19.6% | -22.7% |
| 6M | +16.0% | +2.1% | +13.9% | +33.1% |
| YTD | +286.1% | +12.0% | +274.0% | +268.1% |
| 1Y | +504.3% | +49.8% | +454.6% | +243.0% |
| All | +504.3% | +47.3% | +457.0% | +243.0% |
Cumulative growth
Daily Returns
Daily percentage return beside HBM.
Daily Out/Under-Performance
Portfolio return minus HBM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HBM 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 HBM 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