+228.9%
ARM vs HPQ
+17.1%
+211.7%
-62.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HPQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | -3.3% | +8.1% | +6.4% |
| 7D | -15.2% | -1.1% | -14.1% | -15.0% |
| 30D | -40.7% | -11.7% | -29.0% | -37.4% |
| 3M | -39.1% | +2.0% | -41.1% | -41.4% |
| 6M | -26.4% | +35.9% | -62.3% | -41.9% |
| YTD | +59.7% | +32.7% | +27.1% | +26.7% |
| 1Y | +10.3% | +14.3% | -3.9% | -3.1% |
| 3Y | +228.9% | +17.8% | +211.0% | +150.1% |
| All | +228.9% | +17.1% | +211.7% | +150.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling