+2,981.5%
MUU vs USHY
+4.6%
+2,976.9%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | USHY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.6% | 0.0% | +11.6% | +12.1% |
| 7D | +17.4% | -0.1% | +17.5% | +20.1% |
| 30D | +24.0% | +0.1% | +23.9% | +22.3% |
| 3M | -23.9% | +0.8% | -24.7% | -29.8% |
| 6M | +284.4% | +1.7% | +282.7% | +249.2% |
| YTD | +583.7% | +2.5% | +581.2% | +464.0% |
| 1Y | +2,981.5% | +4.4% | +2,977.1% | +1,794.9% |
| All | +2,981.5% | +4.6% | +2,976.9% | +1,794.9% |
Cumulative growth
Daily Returns
Daily percentage return beside USHY.
Daily Out/Under-Performance
Portfolio return minus USHY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × USHY 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 USHY 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