+2,683.6%
MUU vs HL
+229.6%
+2,453.9%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | +1.9% | +3.6% | +4.1% |
| 7D | +15.0% | +0.4% | +14.6% | +14.5% |
| 30D | +36.8% | +18.8% | +18.0% | +18.4% |
| 3M | -8.5% | +43.7% | -52.2% | -28.1% |
| 6M | +320.7% | -1.0% | +321.8% | +328.9% |
| YTD | +599.7% | +8.7% | +591.0% | +553.7% |
| 1Y | +2,569.2% | +105.0% | +2,464.2% | +1,599.8% |
| All | +2,683.6% | +229.6% | +2,453.9% | +1,017.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling