+214.2%
ARM vs HPQ
+21.6%
+192.6%
-62.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HPQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.3% | -1.5% | -1.6% |
| 7D | +19.8% | -1.9% | +21.7% | +20.9% |
| 30D | -21.8% | -5.7% | -16.1% | -20.0% |
| 3M | -26.5% | -0.4% | -26.1% | -28.1% |
| 6M | -3.9% | +40.0% | -43.9% | -25.2% |
| YTD | +82.8% | +34.6% | +48.1% | +43.8% |
| 1Y | +34.3% | +20.4% | +13.9% | +13.9% |
| 3Y | +282.2% | +18.3% | +263.9% | +194.3% |
| All | +214.2% | +21.6% | +192.6% | +132.3% |
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