+2,423.9%
MUU vs HDB
-27.1%
+2,451.0%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.3% | -1.1% | -8.2% | -9.0% |
| 7D | +3.6% | -6.2% | +9.7% | +5.3% |
| 30D | +22.3% | -6.2% | +28.6% | +24.4% |
| 3M | -8.2% | -5.9% | -2.3% | -8.6% |
| 6M | +256.3% | -25.9% | +282.3% | +287.1% |
| YTD | +534.4% | -40.2% | +574.6% | +639.8% |
| 1Y | +2,163.5% | -38.0% | +2,201.5% | +2,469.6% |
| All | +2,423.9% | -27.1% | +2,451.0% | +2,260.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling