+19.8%
MA vs HPQ
+22.4%
-2.7%
-18.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HPQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +1.7% | -0.3% | +1.2% |
| 7D | +1.3% | +3.2% | -1.9% | +1.1% |
| 30D | +9.6% | -3.6% | +13.2% | +9.7% |
| 3M | +16.8% | -5.3% | +22.1% | +16.7% |
| 6M | +35.2% | +41.1% | -5.9% | +31.1% |
| YTD | +16.6% | +36.9% | -20.3% | +13.0% |
| 1Y | +19.8% | +23.5% | -3.7% | +18.1% |
| All | +19.8% | +22.4% | -2.7% | +18.1% |
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 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