+1,252.0%
MSTR vs HPQ
+442.7%
+809.3%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HPQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +2.2% | -3.6% | -2.5% |
| 7D | +12.2% | +6.9% | +5.2% | +8.2% |
| 30D | +45.2% | +14.4% | +30.7% | +34.4% |
| 3M | +10.4% | +25.6% | -15.2% | -3.2% |
| 6M | -2.5% | +75.0% | -77.5% | -29.5% |
| YTD | -6.0% | +50.7% | -56.7% | -26.9% |
| 1Y | -56.4% | +18.7% | -75.1% | -61.9% |
| 3Y | +306.3% | +21.5% | +284.8% | +237.5% |
| 5Y | +100.5% | +31.6% | +68.9% | +68.7% |
| 10Y | +741.1% | +216.1% | +525.0% | +326.9% |
| All | +1,252.0% | +442.7% | +809.3% | +202.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling