+2,538.2%
MUU vs HST
+43.5%
+2,494.7%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +0.1% | -3.1% | -3.2% |
| 7D | +13.9% | +2.0% | +11.9% | +10.5% |
| 30D | +24.8% | -5.2% | +30.0% | +35.4% |
| 3M | -15.7% | -6.2% | -9.5% | -9.6% |
| 6M | +338.9% | +20.4% | +318.4% | +207.3% |
| YTD | +563.2% | +30.6% | +532.5% | +297.3% |
| 1Y | +2,577.5% | +37.4% | +2,540.1% | +1,350.5% |
| All | +2,538.2% | +43.5% | +2,494.7% | +1,014.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling