+504.3%
MUU vs HIG
+12.7%
+491.6%
-68.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -14.0% | +2.4% | -16.4% | -7.1% |
| 7D | -35.9% | +6.2% | -42.1% | -22.2% |
| 30D | -47.1% | +9.4% | -56.6% | -28.4% |
| 3M | -29.8% | -2.3% | -27.5% | -29.7% |
| 6M | +16.0% | +4.2% | +11.9% | +62.6% |
| YTD | +286.1% | +1.6% | +284.5% | +458.5% |
| 1Y | +504.3% | +9.9% | +494.4% | +879.3% |
| All | +504.3% | +12.7% | +491.6% | +879.3% |
Cumulative growth
Daily Returns
Daily percentage return beside HIG.
Daily Out/Under-Performance
Portfolio return minus HIG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HIG 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 HIG 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