+3.0%
MCHP vs HPQ
+51.9%
-48.9%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HPQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +8.4% | -4.7% | -1.1% |
| 7D | 0.0% | +9.8% | -9.7% | -5.4% |
| 30D | -6.0% | +22.4% | -28.4% | -17.4% |
| 3M | -19.7% | +45.2% | -64.8% | -36.9% |
| 6M | +14.0% | +96.4% | -82.4% | -30.3% |
| YTD | +18.4% | +65.4% | -47.0% | -18.8% |
| 1Y | +17.1% | +31.6% | -14.5% | -5.8% |
| 3Y | +0.7% | +37.0% | -36.3% | -23.8% |
| All | +3.0% | +51.9% | -48.9% | -25.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling