+2,620.0%
MUU vs THC
+72.6%
+2,547.4%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | THC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.6% | +0.6% | +11.0% | +11.3% |
| 7D | +17.4% | -0.7% | +18.0% | +17.7% |
| 30D | +24.0% | +1.3% | +22.7% | +22.9% |
| 3M | -23.9% | +64.2% | -88.1% | -48.0% |
| 6M | +284.4% | +8.3% | +276.2% | +258.4% |
| YTD | +583.7% | +33.4% | +550.3% | +440.7% |
| 1Y | +2,981.5% | +37.7% | +2,943.8% | +2,223.7% |
| All | +2,620.0% | +72.6% | +2,547.4% | +1,401.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling