+15,612.2%
MA vs HPQ
+229.3%
+15,382.9%
-62.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HPQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.3% | -1.0% | -1.1% |
| 7D | -0.5% | -1.9% | +1.4% | +0.1% |
| 30D | +7.9% | -5.7% | +13.6% | +9.6% |
| 3M | +16.8% | -0.4% | +17.2% | +15.0% |
| 6M | +31.0% | +40.0% | -9.0% | +11.9% |
| YTD | +15.0% | +34.6% | -19.6% | -1.4% |
| 1Y | +17.0% | +20.4% | -3.4% | +4.3% |
| 3Y | +68.5% | +18.3% | +50.2% | +43.6% |
| 5Y | +85.0% | +9.6% | +75.4% | +57.5% |
| 10Y | +561.3% | +156.3% | +405.0% | +277.7% |
| All | +15,612.2% | +229.3% | +15,382.9% | +8,142.3% |
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