+2,620.0%
MUU vs HST
+43.4%
+2,576.6%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HST | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.6% | +0.3% | +11.3% | +11.2% |
| 7D | +17.4% | -1.0% | +18.4% | +19.3% |
| 30D | +24.0% | -12.3% | +36.2% | +51.1% |
| 3M | -23.9% | -6.4% | -17.5% | -18.7% |
| 6M | +284.4% | +15.0% | +269.4% | +193.0% |
| YTD | +583.7% | +30.5% | +553.2% | +310.2% |
| 1Y | +2,981.5% | +35.7% | +2,945.8% | +1,606.4% |
| All | +2,620.0% | +43.4% | +2,576.6% | +1,051.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling