+983.2%
MSTR vs HPQ
+384.8%
+598.3%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HPQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.5% | -0.3% | -6.2% | -6.4% |
| 7D | -11.5% | -1.9% | -9.6% | -10.7% |
| 30D | -24.8% | -5.7% | -19.1% | -22.9% |
| 3M | +20.6% | -0.4% | +21.1% | +17.8% |
| 6M | -38.0% | +40.0% | -78.0% | -50.1% |
| YTD | -24.7% | +34.6% | -59.3% | -39.0% |
| 1Y | -49.1% | +20.4% | -69.5% | -56.5% |
| 3Y | +124.7% | +18.3% | +106.4% | +86.4% |
| 5Y | +40.9% | +9.6% | +31.4% | +27.8% |
| 10Y | +481.5% | +156.3% | +325.2% | +222.7% |
| All | +983.2% | +384.8% | +598.3% | +152.3% |
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