+2,683.6%
MUU vs THC
+75.3%
+2,608.3%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | THC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | +3.9% | +1.6% | +3.7% |
| 7D | +15.0% | +4.1% | +11.0% | +13.0% |
| 30D | +36.8% | +3.5% | +33.3% | +34.4% |
| 3M | -8.5% | +61.7% | -70.2% | -36.4% |
| 6M | +320.7% | +11.8% | +308.9% | +283.8% |
| YTD | +599.7% | +35.4% | +564.3% | +449.8% |
| 1Y | +2,569.2% | +37.0% | +2,532.2% | +1,930.0% |
| All | +2,683.6% | +75.3% | +2,608.3% | +1,426.6% |
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