+1,272.2%
MUU vs HDB
-13.8%
+1,286.0%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.2% | +0.5% | -5.7% | -5.3% |
| 7D | +24.7% | +2.7% | +21.9% | +24.2% |
| 30D | -35.1% | +14.1% | -49.3% | -36.9% |
| 3M | -44.3% | +11.8% | -56.1% | -45.3% |
| 6M | -44.4% | +8.2% | -52.6% | -45.9% |
| YTD | +244.9% | -29.3% | +274.2% | +288.7% |
| 1Y | +365.6% | -28.8% | +394.4% | +420.9% |
| All | +1,272.2% | -13.8% | +1,286.0% | +1,140.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling