+1,138.0%
MUU vs HD
-9.2%
+1,147.2%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.5% | +2.9% | +9.6% | +11.5% |
| 7D | -27.2% | +3.6% | -30.8% | -27.9% |
| 30D | -54.0% | +21.6% | -75.6% | -58.4% |
| 3M | -41.4% | +0.1% | -41.6% | -40.8% |
| 6M | -42.5% | +13.0% | -55.4% | -48.1% |
| YTD | +211.2% | +4.9% | +206.3% | +194.1% |
| 1Y | +313.4% | -2.1% | +315.4% | +322.3% |
| All | +1,138.0% | -9.2% | +1,147.2% | +1,155.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling