+516.5%
MSTR vs HPE
+491.8%
+24.7%
-89.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HPE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +6.2% | -8.8% | -5.4% |
| 7D | -4.0% | -7.1% | +3.2% | -1.0% |
| 30D | -18.6% | -35.3% | +16.7% | -1.6% |
| 3M | +25.6% | -10.4% | +36.0% | +27.5% |
| 6M | -33.1% | +52.5% | -85.5% | -50.4% |
| YTD | -17.3% | +100.3% | -117.6% | -47.2% |
| 1Y | -48.1% | +106.4% | -154.5% | -67.4% |
| 3Y | +154.2% | +227.4% | -73.2% | +24.7% |
| 5Y | +46.2% | +250.6% | -204.4% | -28.9% |
| 10Y | +554.5% | +365.4% | +189.2% | +176.5% |
| All | +516.5% | +491.8% | +24.7% | +145.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling