+2,423.9%
MUU vs HIG
+19.6%
+2,404.2%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.3% | +0.2% | -9.5% | -9.3% |
| 7D | +3.6% | -2.3% | +5.8% | +2.5% |
| 30D | +22.3% | -1.2% | +23.5% | +22.2% |
| 3M | -8.2% | +6.3% | -14.5% | -6.5% |
| 6M | +256.3% | +0.6% | +255.8% | +266.3% |
| YTD | +534.4% | +0.6% | +533.8% | +548.7% |
| 1Y | +2,163.5% | +6.1% | +2,157.4% | +2,089.8% |
| All | +2,423.9% | +19.6% | +2,404.2% | +1,978.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling