+84.5%
AAPL vs HPQ
+25.8%
+58.7%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HPQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | +1.0% | +2.5% | +3.3% |
| 7D | -0.5% | +3.5% | -4.0% | -1.4% |
| 30D | +7.1% | +13.7% | -6.6% | +3.6% |
| 3M | +12.1% | +33.9% | -21.8% | +3.8% |
| 6M | +25.4% | +80.9% | -55.5% | +4.6% |
| YTD | +20.5% | +52.6% | -32.1% | +6.0% |
| 1Y | +44.5% | +21.2% | +23.3% | +36.8% |
| All | +84.5% | +25.8% | +58.7% | +65.6% |
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 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