+2,538.2%
MUU vs HD
-19.4%
+2,557.6%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -2.3% | -0.7% | -1.6% |
| 7D | +13.9% | -1.2% | +15.1% | +14.8% |
| 30D | +24.8% | -11.1% | +35.9% | +33.4% |
| 3M | -15.7% | +2.0% | -17.8% | -20.3% |
| 6M | +338.9% | -10.5% | +349.3% | +364.8% |
| YTD | +563.2% | -6.9% | +570.0% | +562.7% |
| 1Y | +2,577.5% | -23.2% | +2,600.7% | +3,326.0% |
| All | +2,538.2% | -19.4% | +2,557.6% | +2,728.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling