+2,981.5%
MUU vs HDB
-34.6%
+3,016.1%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.6% | -0.4% | +12.0% | +11.7% |
| 7D | +17.4% | +0.4% | +16.9% | +17.3% |
| 30D | +24.0% | -2.8% | +26.8% | +24.5% |
| 3M | -23.9% | -3.5% | -20.4% | -24.6% |
| 6M | +284.4% | -24.7% | +309.1% | +297.5% |
| YTD | +583.7% | -36.6% | +620.3% | +561.1% |
| 1Y | +2,981.5% | -34.4% | +3,015.8% | +2,974.5% |
| All | +2,981.5% | -34.6% | +3,016.1% | +2,974.5% |
Cumulative growth
Daily Returns
Daily percentage return beside HDB.
Daily Out/Under-Performance
Portfolio return minus HDB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HDB 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 1y: compounded portfolio wealth divided by compounded HDB 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…
1y analysis · Full analysis span regression · 6 months rolling