+2,981.5%
MUU vs HCA
-0.5%
+2,982.0%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HCA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.6% | -1.0% | +12.6% | +10.9% |
| 7D | +17.4% | -3.1% | +20.4% | +15.3% |
| 30D | +24.0% | -1.1% | +25.1% | +23.8% |
| 3M | -23.9% | +12.2% | -36.0% | -20.4% |
| 6M | +284.4% | -25.3% | +309.8% | +366.1% |
| YTD | +583.7% | -12.9% | +596.7% | +731.1% |
| 1Y | +2,981.5% | -0.9% | +2,982.4% | +3,771.5% |
| All | +2,981.5% | -0.5% | +2,982.0% | +3,771.5% |
Cumulative growth
Daily Returns
Daily percentage return beside HCA.
Daily Out/Under-Performance
Portfolio return minus HCA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HCA 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 HCA 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