+504.3%
MUU vs HLT
+46.7%
+457.7%
-68.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HLT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -14.0% | +3.5% | -17.5% | -14.7% |
| 7D | -35.9% | +7.7% | -43.6% | -37.3% |
| 30D | -47.1% | +19.1% | -66.2% | -50.4% |
| 3M | -29.8% | +20.7% | -50.6% | -35.1% |
| 6M | +16.0% | +21.0% | -5.0% | +4.6% |
| YTD | +286.1% | +31.3% | +254.8% | +204.1% |
| 1Y | +504.3% | +45.9% | +458.5% | +294.4% |
| All | +504.3% | +46.7% | +457.7% | +294.4% |
Cumulative growth
Daily Returns
Daily percentage return beside HLT.
Daily Out/Under-Performance
Portfolio return minus HLT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HLT 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 HLT 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