+2,981.5%
MUU vs HL
+134.7%
+2,846.8%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.6% | -2.5% | +14.1% | +13.7% |
| 7D | +17.4% | +1.5% | +15.9% | +15.2% |
| 30D | +24.0% | +25.1% | -1.1% | -0.3% |
| 3M | -23.9% | +22.9% | -46.8% | -34.3% |
| 6M | +284.4% | -4.9% | +289.3% | +290.2% |
| YTD | +583.7% | +7.8% | +575.9% | +525.0% |
| 1Y | +2,981.5% | +133.9% | +2,847.6% | +2,162.8% |
| All | +2,981.5% | +134.7% | +2,846.8% | +2,162.8% |
Cumulative growth
Daily Returns
Daily percentage return beside HL.
Daily Out/Under-Performance
Portfolio return minus HL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HL 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 HL 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