+504.9%
ABBV vs HPQ
+259.7%
+245.2%
-45.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HPQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +8.4% | -7.6% | -0.7% |
| 7D | +0.3% | +9.8% | -9.5% | -1.4% |
| 30D | +3.4% | +22.4% | -19.0% | -0.5% |
| 3M | +15.2% | +45.2% | -30.0% | +7.3% |
| 6M | +14.7% | +96.4% | -81.8% | 0.0% |
| YTD | +15.2% | +65.4% | -50.2% | +3.6% |
| 1Y | +20.4% | +31.6% | -11.2% | +12.8% |
| 3Y | +91.3% | +37.0% | +54.3% | +72.6% |
| 5Y | +189.6% | +53.0% | +136.6% | +143.0% |
| All | +504.9% | +259.7% | +245.2% | +303.8% |
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