+2,981.5%
MUU vs HLT
+13.1%
+2,968.4%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HLT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.6% | -1.0% | +12.6% | +11.9% |
| 7D | +17.4% | -3.3% | +20.7% | +18.4% |
| 30D | +24.0% | -4.1% | +28.0% | +25.0% |
| 3M | -23.9% | -7.9% | -16.0% | -22.4% |
| 6M | +284.4% | +2.2% | +282.3% | +270.5% |
| YTD | +583.7% | +8.5% | +575.2% | +545.6% |
| 1Y | +2,981.5% | +12.1% | +2,969.3% | +2,714.6% |
| All | +2,981.5% | +13.1% | +2,968.4% | +2,714.6% |
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