+4,524.1%
MU vs HPQ
+155.9%
+4,368.2%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HPQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.3% | -1.3% | -1.4% |
| 7D | +21.6% | -1.9% | +23.5% | +22.8% |
| 30D | -16.2% | -5.7% | -10.5% | -14.4% |
| 3M | -12.4% | -0.4% | -12.0% | -14.5% |
| 6M | +4.2% | +40.0% | -35.8% | -20.1% |
| YTD | +180.0% | +34.6% | +145.3% | +115.3% |
| 1Y | +226.4% | +20.4% | +206.0% | +167.0% |
| 3Y | +969.7% | +18.3% | +951.4% | +759.0% |
| 5Y | +957.9% | +9.6% | +948.3% | +769.4% |
| All | +4,524.1% | +155.9% | +4,368.2% | +2,264.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling