+391.4%
MUU vs HST
+53.3%
+338.1%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -1.0% | -2.3% | -2.1% |
| 7D | +43.7% | +3.6% | +40.0% | +37.3% |
| 30D | -37.2% | +9.9% | -47.1% | -40.7% |
| 3M | -36.1% | +12.9% | -49.0% | -41.7% |
| 6M | -35.7% | +22.9% | -58.6% | -50.1% |
| YTD | +264.0% | +52.4% | +211.6% | +124.6% |
| All | +391.4% | +53.3% | +338.1% | +190.5% |
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