-48.3%
MUZ vs HRB
+48.8%
-97.0%
-71.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +14.2% | +4.4% | +9.8% | +7.5% |
| 7D | +47.2% | +16.0% | +31.1% | +19.2% |
| 30D | +57.1% | +32.1% | +25.0% | +5.8% |
| 3M | -5.3% | +21.5% | -26.8% | -40.1% |
| All | -48.3% | +48.8% | -97.0% | -81.2% |
Cumulative growth
Daily Returns
Daily percentage return beside HRB.
Daily Out/Under-Performance
Portfolio return minus HRB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HRB 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 HRB 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 · Available span rolling