+1,843.7%
MUU vs HDB
-33.5%
+1,877.2%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +6.9% | -8.0% | -1.8% |
| 7D | -8.2% | +0.7% | -8.9% | -8.2% |
| 30D | +10.2% | +1.0% | +9.2% | +10.2% |
| 3M | -26.5% | -2.0% | -24.5% | -27.5% |
| 6M | +227.2% | -18.1% | +245.3% | +233.9% |
| YTD | +527.4% | -36.1% | +563.5% | +497.0% |
| 1Y | +1,843.7% | -34.0% | +1,877.7% | +1,778.9% |
| All | +1,843.7% | -33.5% | +1,877.2% | +1,778.9% |
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