+213.9%
HPQ vs MUB
+17.6%
+196.3%
-51.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | -0.5% | +5.4% | +5.5% |
| 7D | +2.2% | -0.7% | +2.9% | +3.0% |
| 30D | +9.7% | -2.0% | +11.7% | +12.0% |
| 3M | +32.7% | -2.5% | +35.3% | +36.3% |
| 6M | +77.7% | -2.3% | +80.0% | +82.1% |
| YTD | +51.0% | -1.3% | +52.3% | +53.0% |
| 1Y | +18.4% | +1.1% | +17.3% | +16.9% |
| 3Y | +25.6% | +8.2% | +17.4% | +14.7% |
| 5Y | +38.6% | +1.5% | +37.2% | +36.1% |
| All | +213.9% | +17.6% | +196.3% | +227.9% |
Cumulative growth
Daily Returns
Daily percentage return beside MUB.
Daily Out/Under-Performance
Portfolio return minus MUB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MUB 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 MUB 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 · 6 months rolling