+593.1%
MA vs HPQ
+160.1%
+433.0%
-41.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HPQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +1.7% | -0.3% | +0.8% |
| 7D | +1.3% | +3.2% | -1.9% | +0.3% |
| 30D | +9.6% | -3.6% | +13.2% | +10.4% |
| 3M | +16.8% | -5.3% | +22.1% | +17.2% |
| 6M | +35.2% | +41.1% | -5.9% | +16.0% |
| YTD | +16.6% | +36.9% | -20.3% | +0.1% |
| 1Y | +19.8% | +23.5% | -3.7% | +6.5% |
| 3Y | +70.7% | +19.6% | +51.1% | +45.0% |
| 5Y | +87.4% | +11.4% | +76.0% | +57.9% |
| All | +593.1% | +160.1% | +433.0% | +301.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling