+2,396.1%
MUU vs HRB
-20.8%
+2,416.9%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +0.5% | -1.6% | -0.7% |
| 7D | -8.2% | -8.0% | -0.2% | -13.7% |
| 30D | +10.2% | -16.0% | +26.1% | -1.9% |
| 3M | -26.5% | +26.9% | -53.4% | -6.4% |
| 6M | +227.2% | +51.1% | +176.1% | +359.3% |
| YTD | +527.4% | +7.1% | +520.4% | +722.1% |
| 1Y | +1,843.7% | -9.6% | +1,853.3% | +2,441.0% |
| All | +2,396.1% | -20.8% | +2,416.9% | +3,092.8% |
Cumulative growth
Daily Returns
Daily percentage return beside HRB.
Daily Out/Under-Performance
Portfolio return minus HRB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HRB 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 10y: compounded portfolio wealth divided by compounded HRB 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…
10y analysis · Full analysis span regression · 6 months rolling