+1,707.5%
AMAT vs HPQ
+213.0%
+1,494.5%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HPQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +3.9% | -4.7% | -2.9% |
| 7D | +6.9% | +1.3% | +5.7% | +6.0% |
| 30D | -10.1% | +8.7% | -18.8% | -15.0% |
| 3M | -6.0% | +31.5% | -37.4% | -21.9% |
| 6M | +38.6% | +76.0% | -37.3% | -6.8% |
| YTD | +83.1% | +49.5% | +33.6% | +34.6% |
| 1Y | +188.3% | +17.3% | +171.1% | +143.9% |
| 3Y | +225.3% | +24.4% | +201.0% | +153.0% |
| 5Y | +262.0% | +37.3% | +224.7% | +161.3% |
| 10Y | +1,707.5% | +223.0% | +1,484.5% | +712.7% |
| All | +1,707.5% | +213.0% | +1,494.5% | +712.7% |
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