+2,981.5%
MUU vs HYG
+4.1%
+2,977.4%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HYG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.6% | -0.1% | +11.7% | +12.6% |
| 7D | +17.4% | -0.2% | +17.6% | +20.9% |
| 30D | +24.0% | +0.1% | +23.9% | +22.0% |
| 3M | -23.9% | +0.7% | -24.5% | -27.3% |
| 6M | +284.4% | +1.5% | +283.0% | +267.7% |
| YTD | +583.7% | +2.2% | +581.5% | +501.1% |
| 1Y | +2,981.5% | +3.9% | +2,977.6% | +2,070.0% |
| All | +2,981.5% | +4.1% | +2,977.4% | +2,070.0% |
Cumulative growth
Daily Returns
Daily percentage return beside HYG.
Daily Out/Under-Performance
Portfolio return minus HYG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HYG 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 HYG 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