+2,683.6%
MUU vs HWM
+126.3%
+2,557.3%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HWM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | +0.5% | +5.0% | +4.8% |
| 7D | +15.0% | -8.0% | +23.1% | +27.3% |
| 30D | +36.8% | -18.0% | +54.8% | +75.9% |
| 3M | -8.5% | -9.5% | +1.0% | +5.4% |
| 6M | +320.7% | -8.4% | +329.1% | +367.5% |
| YTD | +599.7% | +13.6% | +586.1% | +452.2% |
| 1Y | +2,569.2% | +30.2% | +2,538.9% | +1,630.7% |
| All | +2,683.6% | +126.3% | +2,557.3% | +803.2% |
Cumulative growth
Daily Returns
Daily percentage return beside HWM.
Daily Out/Under-Performance
Portfolio return minus HWM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HWM 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 10y: compounded portfolio wealth divided by compounded HWM 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…
10y analysis · Full analysis span regression · 6 months rolling