+2,423.9%
MUU vs HBM
+196.7%
+2,227.2%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HBM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.3% | -7.5% | -1.8% | -0.7% |
| 7D | +3.6% | -3.7% | +7.3% | +7.4% |
| 30D | +22.3% | -3.7% | +26.0% | +25.3% |
| 3M | -8.2% | +8.0% | -16.2% | -13.0% |
| 6M | +256.3% | +15.8% | +240.6% | +236.8% |
| YTD | +534.4% | +34.4% | +500.0% | +386.5% |
| 1Y | +2,163.5% | +98.2% | +2,065.3% | +1,058.9% |
| All | +2,423.9% | +196.7% | +2,227.2% | +608.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling