+2,620.0%
MUU vs HWM
+152.2%
+2,467.8%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HWM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.6% | -0.5% | +12.1% | +12.3% |
| 7D | +17.4% | -2.1% | +19.5% | +18.5% |
| 30D | +24.0% | -11.0% | +34.9% | +44.2% |
| 3M | -23.9% | +4.0% | -27.9% | -28.5% |
| 6M | +284.4% | -0.2% | +284.6% | +286.2% |
| YTD | +583.7% | +26.7% | +557.1% | +368.8% |
| 1Y | +2,981.5% | +44.7% | +2,936.8% | +1,641.5% |
| All | +2,620.0% | +152.2% | +2,467.8% | +666.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling