+2,569.2%
MUU vs HST
+37.9%
+2,531.3%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HST | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | -0.1% | +5.6% | +5.6% |
| 7D | +15.0% | -0.3% | +15.3% | +15.4% |
| 30D | +36.8% | -2.8% | +39.6% | +40.4% |
| 3M | -8.5% | -6.5% | -2.0% | -5.0% |
| 6M | +320.7% | +20.7% | +300.0% | +233.2% |
| YTD | +599.7% | +30.5% | +569.2% | +414.7% |
| 1Y | +2,569.2% | +36.8% | +2,532.4% | +1,864.6% |
| All | +2,569.2% | +37.9% | +2,531.3% | +1,864.6% |
Cumulative growth
Daily Returns
Daily percentage return beside HST.
Daily Out/Under-Performance
Portfolio return minus HST return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HST 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 HST 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