+139,934.2%
MSFT vs HPQ
+2,750.4%
+137,183.8%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HPQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.7% | -1.5% | -0.4% |
| 7D | -1.3% | +3.2% | -4.4% | -2.4% |
| 30D | -1.8% | -3.6% | +1.8% | -1.0% |
| 3M | +5.6% | -5.3% | +10.9% | +6.2% |
| 6M | +29.8% | +41.1% | -11.3% | +11.5% |
| YTD | +9.0% | +36.9% | -27.9% | -6.3% |
| 1Y | +4.9% | +23.5% | -18.6% | -6.9% |
| 3Y | +46.2% | +19.6% | +26.6% | +25.4% |
| 5Y | +62.1% | +11.4% | +50.7% | +39.6% |
| 10Y | +899.6% | +160.6% | +739.0% | +494.0% |
| All | +139,934.2% | +2,750.4% | +137,183.8% | +23,542.1% |
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