+13,824.1%
MA vs HPQ
+268.6%
+13,555.5%
-62.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HPQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +2.2% | -3.3% | -1.9% |
| 7D | -2.7% | +6.9% | -9.6% | -5.1% |
| 30D | +1.5% | +14.4% | -12.9% | -3.7% |
| 3M | +20.4% | +25.6% | -5.2% | +9.7% |
| 6M | +11.1% | +75.0% | -63.9% | -12.1% |
| YTD | +2.0% | +50.7% | -48.7% | -14.9% |
| 1Y | -2.2% | +18.7% | -20.8% | -11.4% |
| 3Y | +41.9% | +21.5% | +20.4% | +21.7% |
| 5Y | +75.4% | +31.6% | +43.8% | +40.8% |
| 10Y | +527.5% | +216.1% | +311.5% | +235.7% |
| All | +13,824.1% | +268.6% | +13,555.5% | +7,010.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling