+2,981.5%
MUU vs THC
+40.9%
+2,940.6%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | THC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.6% | +0.6% | +11.0% | +11.5% |
| 7D | +17.4% | -0.7% | +18.0% | +17.4% |
| 30D | +24.0% | +1.3% | +22.7% | +23.8% |
| 3M | -23.9% | +64.2% | -88.1% | -39.5% |
| 6M | +284.4% | +8.3% | +276.2% | +289.3% |
| YTD | +583.7% | +33.4% | +550.3% | +514.8% |
| 1Y | +2,981.5% | +37.7% | +2,943.8% | +2,551.5% |
| All | +2,981.5% | +40.9% | +2,940.6% | +2,551.5% |
Cumulative growth
Daily Returns
Daily percentage return beside THC.
Daily Out/Under-Performance
Portfolio return minus THC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × THC 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 THC 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