+2,396.1%
MUU vs HCA
+12.1%
+2,384.0%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HCA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +1.4% | -2.5% | -0.8% |
| 7D | -8.2% | +5.4% | -13.7% | -7.3% |
| 30D | +10.2% | +3.0% | +7.2% | +11.0% |
| 3M | -26.5% | +13.0% | -39.5% | -25.2% |
| 6M | +227.2% | -20.3% | +247.5% | +274.2% |
| YTD | +527.4% | -8.2% | +535.7% | +593.7% |
| 1Y | +1,843.7% | +6.7% | +1,837.0% | +1,947.0% |
| All | +2,396.1% | +12.1% | +2,384.0% | +2,331.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling