-57.4%
MUZ vs HRB
+36.7%
-94.1%
-71.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -23.9% | 0.0% | -23.9% | -23.9% |
| 7D | -17.7% | -8.1% | -9.6% | -6.1% |
| 30D | +14.5% | +15.0% | -0.6% | -5.0% |
| 3M | -25.7% | +10.2% | -36.0% | -43.3% |
| All | -57.4% | +36.7% | -94.1% | -82.4% |
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 10y: 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…
10y analysis · Full analysis span regression · Available span rolling