+2,683.6%
MUU vs HDB
-26.3%
+2,709.9%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | -1.8% | +7.3% | +6.0% |
| 7D | +15.0% | -4.9% | +19.9% | +16.5% |
| 30D | +36.8% | -5.8% | +42.6% | +38.9% |
| 3M | -8.5% | -5.2% | -3.3% | -9.0% |
| 6M | +320.7% | -25.7% | +346.4% | +357.0% |
| YTD | +599.7% | -39.6% | +639.3% | +713.3% |
| 1Y | +2,569.2% | -36.9% | +2,606.1% | +2,909.6% |
| All | +2,683.6% | -26.3% | +2,709.9% | +2,494.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling