+1,272.2%
MUU vs HUT
+431.6%
+840.6%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HUT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.2% | -7.1% | +1.9% | -0.7% |
| 7D | +24.7% | +9.3% | +15.3% | +18.9% |
| 30D | -35.1% | -23.1% | -12.0% | -22.2% |
| 3M | -44.3% | -30.6% | -13.7% | -29.9% |
| 6M | -44.4% | -46.9% | +2.4% | -12.5% |
| YTD | +244.9% | +25.3% | +219.6% | +226.0% |
| 1Y | +365.6% | +59.8% | +305.8% | +277.7% |
| All | +1,272.2% | +431.6% | +840.6% | +551.0% |
Cumulative growth
Daily Returns
Daily percentage return beside HUT.
Daily Out/Under-Performance
Portfolio return minus HUT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HUT 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 HUT 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