+9.7%
AMZN vs HPQ
+19.5%
-9.8%
-21.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HPQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +2.2% | -2.4% | -0.3% |
| 7D | -3.0% | +6.9% | -9.9% | -3.3% |
| 30D | -5.2% | +14.4% | -19.6% | -5.9% |
| 3M | +1.9% | +25.6% | -23.8% | +0.4% |
| 6M | +19.2% | +75.0% | -55.8% | +13.2% |
| YTD | +12.0% | +50.7% | -38.7% | +9.4% |
| 1Y | +9.7% | +18.7% | -9.0% | +9.7% |
| All | +9.7% | +19.5% | -9.8% | +9.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling