+1,843.7%
MUU vs HIG
+5.5%
+1,838.2%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.3% | -0.8% | -2.0% |
| 7D | -8.2% | -1.5% | -6.8% | -12.1% |
| 30D | +10.2% | -0.4% | +10.5% | +10.6% |
| 3M | -26.5% | +6.7% | -33.2% | -6.6% |
| 6M | +227.2% | +2.0% | +225.3% | +316.8% |
| YTD | +527.4% | +0.3% | +527.1% | +702.9% |
| 1Y | +1,843.7% | +4.2% | +1,839.5% | +2,950.3% |
| All | +1,843.7% | +5.5% | +1,838.2% | +2,950.3% |
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