+37,168.6%
ADI vs HPQ
+2,897.0%
+34,271.7%
-82.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HPQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -4.5% | +4.8% | +2.5% |
| 7D | +2.4% | -0.5% | +2.9% | +2.6% |
| 30D | -6.6% | +3.7% | -10.3% | -9.0% |
| 3M | -9.8% | +24.3% | -34.1% | -20.6% |
| 6M | +15.7% | +64.8% | -49.1% | -14.5% |
| YTD | +35.1% | +43.9% | -8.8% | +6.4% |
| 1Y | +47.7% | +11.7% | +36.0% | +31.3% |
| 3Y | +114.5% | +19.7% | +94.8% | +79.8% |
| 5Y | +141.2% | +32.2% | +109.0% | +86.0% |
| 10Y | +611.3% | +198.9% | +412.4% | +231.6% |
| All | +37,168.6% | +2,897.0% | +34,271.7% | +4,829.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling