+31.6%
HPQ vs MKSI
+142.7%
-111.1%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MKSI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.4% | +2.1% | +6.3% | +8.4% |
| 7D | +9.8% | +2.7% | +7.1% | +9.7% |
| 30D | +22.4% | -12.8% | +35.2% | +22.4% |
| 3M | +45.2% | -22.5% | +67.7% | +45.1% |
| 6M | +96.4% | +19.4% | +77.0% | +86.2% |
| YTD | +65.4% | +67.7% | -2.3% | +44.6% |
| 1Y | +31.6% | +131.4% | -99.8% | +5.4% |
| All | +31.6% | +142.7% | -111.1% | +5.4% |
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