+1,315.3%
AMAT vs HPQ
+163.2%
+1,152.0%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HPQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.4% | -0.7% | +12.1% | +11.8% |
| 7D | -1.1% | -0.6% | -0.4% | -1.0% |
| 30D | -26.9% | -6.5% | -20.5% | -25.3% |
| 3M | -31.2% | -5.1% | -26.1% | -31.7% |
| 6M | -14.7% | +27.3% | -42.0% | -31.9% |
| YTD | +44.7% | +31.7% | +13.0% | +11.0% |
| 1Y | +62.0% | +13.0% | +49.0% | +35.8% |
| 3Y | +165.0% | +18.3% | +146.7% | +104.5% |
| 5Y | +147.1% | +7.4% | +139.7% | +101.4% |
| 10Y | +1,315.3% | +154.8% | +1,160.5% | +616.3% |
| All | +1,315.3% | +163.2% | +1,152.0% | +616.3% |
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