+2,981.5%
MUU vs HPE
+122.1%
+2,859.4%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HPE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.6% | -4.5% | +16.1% | +16.0% |
| 7D | +17.4% | -0.6% | +18.0% | +17.1% |
| 30D | +24.0% | -2.3% | +26.3% | +25.8% |
| 3M | -23.9% | -2.9% | -21.0% | -20.0% |
| 6M | +284.4% | +143.6% | +140.9% | +102.9% |
| YTD | +583.7% | +118.5% | +465.2% | +299.6% |
| 1Y | +2,981.5% | +129.2% | +2,852.3% | +1,334.8% |
| All | +2,981.5% | +122.1% | +2,859.4% | +1,334.8% |
Cumulative growth
Daily Returns
Daily percentage return beside HPE.
Daily Out/Under-Performance
Portfolio return minus HPE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HPE 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 HPE 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