-58.6%
MSTR vs HPE
+142.4%
-201.0%
-77.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HPE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | +7.7% | -12.1% | -6.6% |
| 7D | +9.3% | +10.1% | -0.8% | +6.2% |
| 30D | +36.5% | +5.3% | +31.2% | +33.7% |
| 3M | +7.3% | +12.7% | -5.4% | +2.8% |
| 6M | +2.2% | +167.7% | -165.4% | -40.1% |
| YTD | -10.2% | +135.5% | -145.6% | -43.1% |
| 1Y | -58.6% | +143.4% | -202.0% | -74.2% |
| All | -58.6% | +142.4% | -201.0% | -74.2% |
Cumulative growth
Daily Returns
Daily percentage return beside HPE.
Daily Out/Under-Performance
Portfolio return minus HPE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HPE 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 1y: compounded portfolio wealth divided by compounded HPE 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…
1y analysis · Full analysis span regression · 6 months rolling