+18.7%
HPQ vs MKSI
+162.5%
-143.9%
-36.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MKSI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +4.3% | -2.0% | +2.2% |
| 7D | +6.9% | +1.8% | +5.2% | +6.9% |
| 30D | +14.4% | -16.8% | +31.2% | +14.5% |
| 3M | +25.6% | -21.1% | +46.7% | +25.1% |
| 6M | +75.0% | +10.8% | +64.2% | +67.0% |
| YTD | +50.7% | +63.3% | -12.6% | +31.9% |
| 1Y | +18.7% | +157.0% | -138.3% | -7.6% |
| All | +18.7% | +162.5% | -143.9% | -7.6% |
Cumulative growth
Daily Returns
Daily percentage return beside MKSI.
Daily Out/Under-Performance
Portfolio return minus MKSI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MKSI 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 MKSI 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