+320.7%
MUU vs USHY
+2.7%
+318.1%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | USHY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | -0.2% | +5.7% | +8.4% |
| 7D | +15.0% | -0.1% | +15.2% | +17.2% |
| 30D | +36.8% | 0.0% | +36.9% | +37.7% |
| 3M | -8.5% | +0.8% | -9.4% | -17.0% |
| 6M | +320.7% | +1.9% | +318.8% | +267.1% |
| All | +320.7% | +2.7% | +318.1% | +267.1% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling