+504.3%
MUU vs HPQ
+18.6%
+485.7%
-68.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HPQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -14.0% | +5.9% | -19.9% | -13.6% |
| 7D | -35.9% | -7.8% | -28.1% | -36.0% |
| 30D | -47.1% | -4.9% | -42.2% | -47.0% |
| 3M | -29.8% | +4.9% | -34.7% | -28.4% |
| 6M | +16.0% | +47.1% | -31.0% | +17.7% |
| YTD | +286.1% | +39.5% | +246.6% | +331.0% |
| 1Y | +504.3% | +21.3% | +483.1% | +607.0% |
| All | +504.3% | +18.6% | +485.7% | +607.0% |
Cumulative growth
Daily Returns
Daily percentage return beside HPQ.
Daily Out/Under-Performance
Portfolio return minus HPQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HPQ 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 HPQ 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