+45.2%
AMZN vs HPQ
+39.2%
+6.0%
-55.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HPQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.0% | -1.3% | -0.5% |
| 7D | -2.7% | +3.5% | -6.2% | -3.9% |
| 30D | -7.5% | +13.7% | -21.2% | -11.6% |
| 3M | +5.8% | +33.9% | -28.0% | -5.1% |
| 6M | +17.5% | +80.9% | -63.4% | -7.8% |
| YTD | +9.1% | +52.6% | -43.4% | -8.6% |
| 1Y | +9.4% | +21.2% | -11.9% | -0.1% |
| 3Y | +82.2% | +26.9% | +55.3% | +53.9% |
| 5Y | +45.2% | +41.1% | +4.1% | +24.3% |
| All | +45.2% | +39.2% | +6.0% | +24.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling