+1,843.7%
MUU vs HSY
-4.1%
+1,847.8%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.6% | -0.5% | -2.0% |
| 7D | -8.2% | +0.1% | -8.3% | -7.9% |
| 30D | +10.2% | -5.2% | +15.3% | +3.2% |
| 3M | -26.5% | -3.4% | -23.1% | -22.9% |
| 6M | +227.2% | -19.2% | +246.4% | +214.6% |
| YTD | +527.4% | -2.6% | +530.1% | +621.8% |
| 1Y | +1,843.7% | -3.8% | +1,847.4% | +2,213.1% |
| All | +1,843.7% | -4.1% | +1,847.8% | +2,213.1% |
Cumulative growth
Daily Returns
Daily percentage return beside HSY.
Daily Out/Under-Performance
Portfolio return minus HSY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HSY 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 HSY 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