+1,397.6%
MUU vs HDB
-13.2%
+1,410.8%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +24.2% | +0.2% | +24.0% | +24.1% |
| 7D | -2.5% | +6.9% | -9.4% | -3.5% |
| 30D | -39.7% | +15.2% | -55.0% | -41.5% |
| 3M | -27.4% | +11.7% | -39.1% | -28.8% |
| 6M | -38.4% | +7.5% | -46.0% | -39.8% |
| YTD | +276.4% | -28.8% | +305.2% | +323.7% |
| 1Y | +390.7% | -29.1% | +419.8% | +451.1% |
| All | +1,397.6% | -13.2% | +1,410.8% | +1,251.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling