+651.5%
ADI vs HPQ
+259.7%
+391.8%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HPQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | +8.4% | -3.5% | +1.2% |
| 7D | +4.6% | +9.8% | -5.2% | +0.2% |
| 30D | -1.2% | +22.4% | -23.5% | -10.3% |
| 3M | -7.8% | +45.2% | -53.0% | -23.2% |
| 6M | +19.3% | +96.4% | -77.1% | -16.6% |
| YTD | +40.9% | +65.4% | -24.5% | +6.6% |
| 1Y | +54.5% | +31.6% | +22.9% | +30.0% |
| 3Y | +123.4% | +37.0% | +86.4% | +79.6% |
| 5Y | +142.3% | +53.0% | +89.3% | +79.5% |
| All | +651.5% | +259.7% | +391.8% | +282.2% |
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 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