+2,423.9%
MUU vs HRB
-21.3%
+2,445.1%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.3% | -0.6% | -8.8% | -9.7% |
| 7D | +3.6% | -12.2% | +15.7% | -5.5% |
| 30D | +22.3% | -3.0% | +25.3% | +19.9% |
| 3M | -8.2% | +21.7% | -29.9% | +14.9% |
| 6M | +256.3% | +52.3% | +204.0% | +400.0% |
| YTD | +534.4% | +6.5% | +527.9% | +728.0% |
| 1Y | +2,163.5% | -6.7% | +2,170.2% | +2,840.6% |
| All | +2,423.9% | -21.3% | +2,445.1% | +3,115.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling