+320.7%
MUU vs HPQ
+73.8%
+246.9%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | HPQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | +3.9% | +1.6% | +6.0% |
| 7D | +15.0% | +1.3% | +13.8% | +15.1% |
| 30D | +36.8% | +8.7% | +28.1% | +38.5% |
| 3M | -8.5% | +31.5% | -40.0% | -6.1% |
| 6M | +320.7% | +76.0% | +244.7% | +338.7% |
| All | +320.7% | +73.8% | +246.9% | +338.7% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling