+2,538.2%
MUU vs HRB
-19.5%
+2,557.7%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -6.5% | +3.5% | -7.6% |
| 7D | +13.9% | -9.1% | +23.0% | +6.6% |
| 30D | +24.8% | +0.3% | +24.5% | +25.3% |
| 3M | -15.7% | +23.4% | -39.1% | +6.6% |
| 6M | +338.9% | +45.1% | +293.8% | +513.6% |
| YTD | +563.2% | +8.9% | +554.3% | +779.3% |
| 1Y | +2,577.5% | -7.9% | +2,585.4% | +3,433.4% |
| All | +2,538.2% | -19.5% | +2,557.7% | +3,315.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling