+1,843.7%
MUU vs HPE
+157.9%
+1,685.8%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HPE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +12.4% | -13.5% | -12.2% |
| 7D | -8.2% | +19.4% | -27.6% | -23.4% |
| 30D | +10.2% | +5.6% | +4.6% | +3.1% |
| 3M | -26.5% | +33.1% | -59.6% | -43.4% |
| 6M | +227.2% | +192.5% | +34.8% | +47.8% |
| YTD | +527.4% | +160.9% | +366.5% | +214.0% |
| 1Y | +1,843.7% | +155.0% | +1,688.7% | +854.9% |
| All | +1,843.7% | +157.9% | +1,685.8% | +854.9% |
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