+2,423.9%
MUU vs HL
+216.5%
+2,207.4%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.3% | -4.0% | -5.3% | -6.3% |
| 7D | +3.6% | -5.6% | +9.2% | +8.2% |
| 30D | +22.3% | +12.7% | +9.6% | +10.3% |
| 3M | -8.2% | +42.5% | -50.7% | -27.2% |
| 6M | +256.3% | -9.0% | +265.3% | +284.3% |
| YTD | +534.4% | +4.4% | +530.0% | +512.3% |
| 1Y | +2,163.5% | +82.7% | +2,080.8% | +1,451.8% |
| All | +2,423.9% | +216.5% | +2,207.4% | +947.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling