+1,272.2%
MUU vs THC
+86.3%
+1,185.9%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | THC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.2% | -0.3% | -5.0% | -5.1% |
| 7D | +24.7% | +1.0% | +23.7% | +24.4% |
| 30D | -35.1% | +5.3% | -40.5% | -36.6% |
| 3M | -44.3% | +7.1% | -51.4% | -46.2% |
| 6M | -44.4% | +46.0% | -90.5% | -57.7% |
| YTD | +244.9% | +43.9% | +201.0% | +163.1% |
| 1Y | +365.6% | +45.4% | +320.2% | +253.3% |
| All | +1,272.2% | +86.3% | +1,185.9% | +630.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling