+113.8%
MSTR vs HPQ
+30.6%
+83.2%
-84.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HPQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -4.5% | +0.1% | -1.6% |
| 7D | +9.3% | -0.5% | +9.8% | +9.6% |
| 30D | +36.5% | +3.7% | +32.8% | +31.6% |
| 3M | +7.3% | +24.3% | -17.0% | -9.3% |
| 6M | +2.2% | +64.8% | -62.5% | -32.3% |
| YTD | -10.2% | +43.9% | -54.1% | -34.4% |
| 1Y | -58.6% | +11.7% | -70.3% | -63.5% |
| 3Y | +283.2% | +19.7% | +263.5% | +176.5% |
| 5Y | +113.8% | +32.2% | +81.6% | +77.0% |
| All | +113.8% | +30.6% | +83.2% | +77.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling