-59.6%
MSTR vs HPQ
+17.7%
-77.3%
-77.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HPQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | +4.9% | -7.7% | -3.7% |
| 7D | +7.7% | +2.2% | +5.5% | +7.3% |
| 30D | +36.3% | +9.7% | +26.6% | +33.4% |
| 3M | +13.4% | +32.7% | -19.3% | +5.0% |
| 6M | -4.5% | +77.7% | -82.2% | -21.3% |
| YTD | -12.7% | +51.0% | -63.7% | -22.7% |
| 1Y | -59.6% | +18.4% | -78.0% | -58.2% |
| All | -59.6% | +17.7% | -77.3% | -58.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling