+2,620.0%
MUU vs HDB
-22.6%
+2,642.7%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.6% | -0.4% | +12.0% | +11.7% |
| 7D | +17.4% | +0.4% | +16.9% | +17.2% |
| 30D | +24.0% | -2.8% | +26.8% | +24.9% |
| 3M | -23.9% | -3.5% | -20.4% | -24.2% |
| 6M | +284.4% | -24.7% | +309.1% | +318.9% |
| YTD | +583.7% | -36.6% | +620.3% | +684.6% |
| 1Y | +2,981.5% | -34.4% | +3,015.8% | +3,347.6% |
| All | +2,620.0% | -22.6% | +2,642.7% | +2,403.5% |
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