+2,538.2%
MUU vs HPE
+182.3%
+2,355.9%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HPE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +7.7% | -10.8% | -12.1% |
| 7D | +13.9% | +10.1% | +3.8% | -0.6% |
| 30D | +24.8% | +5.3% | +19.5% | +14.8% |
| 3M | -15.7% | +12.7% | -28.4% | -25.5% |
| 6M | +338.9% | +167.7% | +171.2% | +32.2% |
| YTD | +563.2% | +135.5% | +427.7% | +126.7% |
| 1Y | +2,577.5% | +143.4% | +2,434.1% | +781.1% |
| All | +2,538.2% | +182.3% | +2,355.9% | +579.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling