+2,396.1%
MUU vs HLT
+30.1%
+2,365.9%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HLT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | 0.0% | -1.1% | -1.1% |
| 7D | -8.2% | -1.6% | -6.6% | -6.4% |
| 30D | +10.2% | -5.0% | +15.2% | +16.2% |
| 3M | -26.5% | -10.4% | -16.1% | -17.1% |
| 6M | +227.2% | +3.2% | +224.0% | +191.8% |
| YTD | +527.4% | +6.7% | +520.7% | +425.2% |
| 1Y | +1,843.7% | +10.3% | +1,833.4% | +1,398.5% |
| All | +2,396.1% | +30.1% | +2,365.9% | +1,041.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling