+70.1%
MA vs HPQ
+18.4%
+51.7%
-20.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HPQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.6% | -0.1% | +0.4% |
| 7D | +1.8% | +0.5% | +1.3% | +1.7% |
| 30D | +11.8% | -5.9% | +17.7% | +12.4% |
| 3M | +17.2% | -3.7% | +20.9% | +16.9% |
| 6M | +33.4% | +28.1% | +5.3% | +27.1% |
| YTD | +16.1% | +32.5% | -16.3% | +9.6% |
| 1Y | +19.9% | +18.1% | +1.8% | +15.3% |
| 3Y | +70.1% | +16.4% | +53.6% | +58.1% |
| All | +70.1% | +18.4% | +51.7% | +58.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling