+2,683.6%
MUU vs HD
-20.2%
+2,703.8%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | -1.0% | +6.5% | +6.1% |
| 7D | +15.0% | -1.8% | +16.8% | +16.4% |
| 30D | +36.8% | -10.8% | +47.7% | +45.8% |
| 3M | -8.5% | -2.7% | -5.8% | -10.0% |
| 6M | +320.7% | -10.3% | +331.0% | +342.9% |
| YTD | +599.7% | -7.8% | +607.5% | +603.3% |
| 1Y | +2,569.2% | -23.1% | +2,592.3% | +3,278.0% |
| All | +2,683.6% | -20.2% | +2,703.8% | +2,902.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling