+1,843.7%
MUU vs HBM
+97.2%
+1,746.5%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HBM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.5% | -0.6% | -0.5% |
| 7D | -8.2% | -3.3% | -4.9% | -5.1% |
| 30D | +10.2% | -4.8% | +15.0% | +14.4% |
| 3M | -26.5% | -0.4% | -26.1% | -25.4% |
| 6M | +227.2% | +17.9% | +209.3% | +208.5% |
| YTD | +527.4% | +33.7% | +493.7% | +396.3% |
| 1Y | +1,843.7% | +95.6% | +1,748.1% | +1,051.6% |
| All | +1,843.7% | +97.2% | +1,746.5% | +1,051.6% |
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