+2,423.9%
MUU vs HD
-21.5%
+2,445.3%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.3% | -1.5% | -7.8% | -8.4% |
| 7D | +3.6% | -3.9% | +7.4% | +6.2% |
| 30D | +22.3% | -13.1% | +35.5% | +32.6% |
| 3M | -8.2% | -3.4% | -4.8% | -9.4% |
| 6M | +256.3% | -12.6% | +268.9% | +282.9% |
| YTD | +534.4% | -9.2% | +543.6% | +544.3% |
| 1Y | +2,163.5% | -23.9% | +2,187.4% | +2,771.9% |
| All | +2,423.9% | -21.5% | +2,445.3% | +2,650.3% |
Cumulative growth
Daily Returns
Daily percentage return beside HD.
Daily Out/Under-Performance
Portfolio return minus HD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HD 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 10y: compounded portfolio wealth divided by compounded HD 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…
10y analysis · Full analysis span regression · 6 months rolling