+600.9%
MSTR vs HPE
+545.6%
+55.3%
-89.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HPE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -4.5% | +3.1% | +0.7% |
| 7D | +12.2% | -0.6% | +12.8% | +12.8% |
| 30D | +45.2% | -2.3% | +47.5% | +46.1% |
| 3M | +10.4% | -2.9% | +13.2% | +10.6% |
| 6M | -2.5% | +143.6% | -146.1% | -41.6% |
| YTD | -6.0% | +118.5% | -124.5% | -40.5% |
| 1Y | -56.4% | +129.2% | -185.6% | -73.2% |
| 3Y | +306.3% | +212.5% | +93.8% | +109.3% |
| 5Y | +100.5% | +286.9% | -186.4% | -3.7% |
| 10Y | +741.1% | +432.3% | +308.7% | +247.9% |
| All | +600.9% | +545.6% | +55.3% | +176.6% |
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