+1,138.0%
MUU vs THC
+88.2%
+1,049.8%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | THC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.5% | +2.0% | +10.5% | +11.6% |
| 7D | -27.2% | +7.5% | -34.6% | -29.6% |
| 30D | -54.0% | +9.6% | -63.6% | -56.0% |
| 3M | -41.4% | +10.3% | -51.7% | -44.2% |
| 6M | -42.5% | +51.8% | -94.3% | -57.4% |
| YTD | +211.2% | +45.4% | +165.8% | +136.1% |
| 1Y | +313.4% | +40.8% | +272.6% | +219.5% |
| All | +1,138.0% | +88.2% | +1,049.8% | +555.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling