+284.4%
MUU vs HD
-10.4%
+294.9%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | HD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.6% | +0.9% | +10.7% | +11.9% |
| 7D | +17.4% | -2.1% | +19.4% | +16.5% |
| 30D | +24.0% | -8.4% | +32.4% | +20.7% |
| 3M | -23.9% | +4.3% | -28.2% | -25.3% |
| 6M | +284.4% | -11.1% | +295.6% | +298.7% |
| All | +284.4% | -10.4% | +294.9% | +298.7% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling