+2,396.1%
MUU vs HL
+212.7%
+2,183.4%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -1.2% | +0.1% | -0.2% |
| 7D | -8.2% | -4.4% | -3.9% | -4.9% |
| 30D | +10.2% | +9.3% | +0.9% | +1.6% |
| 3M | -26.5% | +32.0% | -58.5% | -38.9% |
| 6M | +227.2% | -6.4% | +233.7% | +249.0% |
| YTD | +527.4% | +3.1% | +524.3% | +511.1% |
| 1Y | +1,843.7% | +77.6% | +1,766.1% | +1,255.6% |
| All | +2,396.1% | +212.7% | +2,183.4% | +944.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling