+2,683.6%
MUU vs HBM
+220.8%
+2,462.8%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HBM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | -0.6% | +6.1% | +6.2% |
| 7D | +15.0% | +5.5% | +9.5% | +7.3% |
| 30D | +36.8% | +3.3% | +33.5% | +29.3% |
| 3M | -8.5% | +12.7% | -21.2% | -17.5% |
| 6M | +320.7% | +28.2% | +292.5% | +255.3% |
| YTD | +599.7% | +45.3% | +554.4% | +390.1% |
| 1Y | +2,569.2% | +121.7% | +2,447.5% | +1,105.1% |
| All | +2,683.6% | +220.8% | +2,462.8% | +613.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling