+89.8%
ABBV vs HPQ
+25.8%
+64.0%
-20.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HPQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +1.0% | +0.6% | +1.6% |
| 7D | -2.0% | +3.5% | -5.5% | -2.2% |
| 30D | +2.0% | +13.7% | -11.7% | +1.0% |
| 3M | +14.2% | +33.9% | -19.7% | +11.9% |
| 6M | +14.1% | +80.9% | -66.8% | +8.7% |
| YTD | +14.2% | +52.6% | -38.3% | +10.4% |
| 1Y | +24.2% | +21.2% | +3.0% | +22.7% |
| All | +89.8% | +25.8% | +64.0% | +70.2% |
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