+1,341.2%
MU vs HPQ
+19.9%
+1,321.3%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HPQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -4.5% | +2.9% | 0.0% |
| 7D | +7.2% | -0.5% | +7.6% | +7.4% |
| 30D | +14.0% | +3.7% | +10.3% | +12.1% |
| 3M | +5.4% | +24.3% | -18.9% | -5.0% |
| 6M | +170.3% | +64.8% | +105.5% | +106.8% |
| YTD | +250.7% | +43.9% | +206.8% | +188.3% |
| 1Y | +662.1% | +11.7% | +650.5% | +625.4% |
| 3Y | +1,341.2% | +19.7% | +1,321.5% | +1,181.7% |
| All | +1,341.2% | +19.9% | +1,321.3% | +1,181.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling